Investment adviser · CRD 18313

SUSSEX FINANCIAL GROUP, INC

Investment adviser filing (IA)

SUSSEX FINANCIAL GROUP, INC.

NORTHBROOK, IL, United States · Form ADV filed May 31, 2012

Regulatory AUM
$32.6M
Form ADV · Item 5.F
Client accounts
144
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: May 31, 2012. View historical filings

Reported services

Financial planning · Individual portfolio management

Compensation

Percentage of assets · Hourly

Principal office

60 REVERE DRIVE, STE 907
NORTHBROOK, IL, 60062, United States

CRD 18313

Filing source

Form ADV 650248 · May 31, 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.