Skip to main content

ESSEX FINANCIAL SERVICES, INC.

SEC Form ADV profile.

Total regulatory AUM
$4,169,984,114
Discretionary
$3,247,330,333
Non-discretionary
$922,653,781

Firm details

CRD number
127549
SEC file number
801-62242
Main office
ESSEX, CT, United States
Employees
46
SEC status
Approved
Fee structure
Percentage of AUM Hourly Fixed fees

As of October 2026.