Investment adviser · CRD 128826

ESSEX FINANCIAL ADVISORS, INC.

Investment adviser filing (IA)

TOPSFIELD, MA, United States · Form ADV filed Apr 23, 2018

Regulatory AUM
$151M
Form ADV · Item 5.F
Client accounts
421
Accounts, not individual clients
Employees
3
Reported in this filing
Advisory professionals
1
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
High-net-worth individuals35$107,463,66271.0%
Individuals131$39,666,84726.2%
Retirement plansFewer than 5$2,415,1321.6%
CharitiesFewer than 5$1,835,6101.2%
Filing source

Form ADV 1209083 · Apr 23, 2018 · 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 funds

The 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: Apr 23, 2018. View historical filings

Reported services

Financial planning · Individual portfolio management

Compensation

Percentage of assets · Hourly · Fixed

Principal office

58 MAIN STREET
TOPSFIELD, MA, 01983, United States

CRD 128826

Filing source

Form ADV 1209083 · Apr 23, 2018 · 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.