Investment adviser · CRD 312140
ESSEX ADVISORY
Investment adviser filing (IA)
ESSEX ADVISORY LLC
NEW YORK, NY, United States · Form ADV filed Aug 15, 2022
- Regulatory AUM
- $19.8M Form ADV · Item 5.F
- Client accounts
- 40 Accounts, not individual clients
- Employees
- 2 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 40 | $19,800,000 | 100.0% |
Filing source
Form ADV 1669683 · Aug 15, 2022 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
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: Aug 15, 2022. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets · Hourly · Fixed
Principal office
902 BROADWAY, FLOOR 6NEW YORK, NY, 10010, United States
CRD 312140
Filing source
Form ADV 1669683 · Aug 15, 2022 · 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.