|
⚲
|
| Essential Investment Partners LLC
✚
|
|
|---|---|
| CRD # | 149509 |
| SEC # | 801-70121 |
| CIK # | |
| AUM | $189.7 MM (2024-03-19) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 303-333-8498 |
| Address | 7887 E Belleview Ave Englewood, CO 80111 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 28 | 11.6 |
| (b) Individuals (high net worth individuals) | 49 | 167.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 3 | 10.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 266 | 189.7 |
| By Discretionary | ||
| Discretionary | 263 | 180.1 |
| Non-Discretionary | 3 | 9.7 |
| Total | 266 | 189.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 189.7 | |
| Total | 266 | 189.7 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Strategic Retirement Advisors LLC
✚
|
CA | 0.2 |
|
Prospect Capital Services Inc
✚
|
NJ | 0.2 |
|
Madden Funds Management Ltd
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|
IL | 0.2 |
|
Peterson Financial Group Inc
✚
|
IA | 0.2 |
|
Wealthway Financial Advisors
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|
VA | 0.2 |
|
Walker Financial Advisors Inc DBA California 457 Benefits
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|
CA | 0.2 |
|
Sage Financial Advisors Inc
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|
AZ | 0.2 |
|
Kiplinger Investment Advisors LLC
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|
OH | 0.2 |
|
Urban Wealth Management Group LLC
✚
|
CA | 0.2 |
|
West Ridge Advisors LLC
✚
|
NV | 0.2 |