Sussex Financial Group, Inc.

Sussex Financial Group, Inc. (CRD# 18313) is a financial advisory firm headquartered in Northbrook, IL. They manage $34,864,304 in 117 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    35
    MILLION
  • Total Number of Accounts
    117
    ACCOUNTS
  • Average Account Value
    $297,986
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

IL

Financial Advisors at Sussex Financial Group, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Barry I. Hertzberg
CRD#: 2997138
60 Revere Drive, Ste 907, Northbrook, IL 60062
93
Wealthminder
score

Barry Hertzberg (CRD# 2997138) is an Investment Advisor Representative working at Sussex Financial Group, Inc. in Northbrook, IL and has over 18 years of experience in the finance industry.

2
Earl E. Holtzman
CRD#: 1309678
707 Lake Cook Road, Suite 100, Deerfield, IL 60015
93
Wealthminder
score

Earl Holtzman (CRD# 1309678) is an Investment Advisor Representative working at Sussex Financial Group, Inc. in Deerfield, IL and has over 15 years of experience in the finance industry.

3
Marvin S. Heiman
CRD#: 1091724
707 Lake Cook Road, Ste 100, Deerfield, IL 60015
63
Wealthminder
score

Marvin Heiman (CRD# 1091724) is an Investment Advisor Representative working at Sussex Financial Group, Inc. in Deerfield, IL and has over 33 years of experience in the finance industry.

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