Sussex Financial Group, Inc.

Sussex Financial Group, Inc. (CRD# 18313) is a financial advisory firm headquartered in Deerfield, IL. They manage $53,898,134 in 144 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
707 Lake Cook Road, Ste 250, Deerfield, IL 60015
By the Numbers
  • Total Assets Under Management
    54
    MILLION
  • Total Number of Accounts
    144
    ACCOUNTS
  • Average Account Value
    $374,293
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
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
Marvin Heiman, financial advisor Deerfield IL
Marvin S. Heiman
CRD#: 1091724
707 Lake Cook Road, Ste 100, Deerfield, IL 60015

Marvin Heiman (CRD# 1091724) is an Investment Advisor Representative working at Sussex Financial Group, Inc. in Deerfield, IL and has over 40 years of experience in the finance industry.

2
Barry Hertzberg, financial advisor Deerfield IL
Barry I. Hertzberg
CRD#: 2997138
707 Lake Cook Road, Ste 250, Deerfield, IL 60015

Barry Hertzberg (CRD# 2997138) is an Investment Advisor Representative working at Sussex Financial Group, Inc. in Deerfield, IL and has over 26 years of experience in the finance industry.

3
Earl Holtzman, financial advisor Deerfield IL
Earl E. Holtzman
CRD#: 1309678
707 Lake Cook Road, Ste 250, Deerfield, IL 60015

Earl Holtzman (CRD# 1309678) is an Investment Advisor Representative working at Sussex Financial Group, Inc. in Deerfield, IL and has over 22 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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