Investment adviser · CRD 116184
EMG
Investment adviser filing (IA)
ESSEX ASSET MANAGEMENT GROUP INC.
ESSEX JUNCTION, VT, United States · Form ADV filed Jun 18, 2012
- Regulatory AUM
- $32M Form ADV · Item 5.F
- Client accounts
- 525 Accounts, not individual clients
Not available in this filing: Employees, Advisory professionals.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jun 18, 2012. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Publication of newsletters
Compensation
Percentage of assets · Hourly · Fixed · Commissions
Principal office
63 MAIN STREETESSEX JUNCTION, VT, 05452, United States
CRD 116184
Filing source
Form ADV 653672 · Jun 18, 2012 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.