Key facts
- ESSEX FINANCIAL SERVICES, INC. is a other based in ESSEX, CT.
- ESSEX FINANCIAL SERVICES, INC. reports $9.7M in regulatory assets under management, per its SEC Form ADV (2025-12).
Registered with the SEC
Form ADV · 2025-12 · CRD 127549- Regulatory AUM
- $9.7M
- Private fund assets
- —
- Private funds
- —
- Staff
- 46
- Registered office
- ESSEX, CT
- SEC status
- Approved
Discloses a disciplinary history on Form ADV.
Source: SEC Investment Adviser Public Disclosure, Form ADV.
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Portfolio
Portfolio — not yet on record
No portfolio companies for ESSEX FINANCIAL SERVICES, INC. are on record yet. Positions surface from round participations, filings, and coverage.
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Frequently asked
- What is ESSEX FINANCIAL SERVICES, INC.'s AUM?
- ESSEX FINANCIAL SERVICES, INC. manages approximately $9.7M in assets.