Investment adviser · CRD 25454

ESSEX NATIONAL SECURITIES, INC.

Investment adviser filing (IA)

NAPA, CA, United States · Form ADV filed Jul 12, 2012

Regulatory AUM
$30.8M
Form ADV · Item 5.F
Client accounts
117
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

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: Jul 12, 2012. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management

Compensation

Percentage of assets · Hourly · Fixed

Principal office

550 GATEWAY DRIVE, SUITE 210
NAPA, CA, 94558, United States

CRD 25454

Filing source

Form ADV 659371 · Jul 12, 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.