Be advised. This firm is no longer registered.

Sussex Investments, Ltd.

Sussex Investments, Ltd. (CRD# 120909) is a financial advisory firm headquartered in Beachwood, OH. They manage $48,463,000 in 28 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
3401 Enterprise Parkway, Suite 340, Beachwood, OH 44122
By the Numbers
  • Total Assets Under Management
    48
    MILLION
  • Total Number of Accounts
    28
    ACCOUNTS
  • Average Account Value
    $1,730,821
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

OH

Financial Advisors at Sussex Investments, Ltd.
No Advisor Found.

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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