|
⚲
|
| Essential Investment Partners LLC
✚
|
|
|---|---|
| CRD # | 149509 |
| SEC # | 801-70121 |
| CIK # | |
| AUM | $167.6 MM (2023-03-08) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 303-333-8498 |
| Address | 7887 E Belleview Ave Englewood, CO 80111 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 29 | 12.9 |
| (b) Individuals (high net worth individuals) | 48 | 145.7 |
| (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 | 2 | 9.0 |
| (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 | 255 | 167.6 |
| By Discretionary | ||
| Discretionary | 254 | 160.1 |
| Non-Discretionary | 1 | 7.6 |
| Total | 255 | 167.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 167.6 | |
| Total | 255 | 167.6 |
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|---|---|---|
|
Olistico Wealth LLC
✚
|
OK | 0.2 |
|
SGL Financial LLC
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|
IL | 0.2 |
|
Sustainable Advisors Alliance LLC
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|
OK | 0.2 |
|
Plan Life & Wealth Management Inc
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|
CA | 0.2 |
|
Prospect Capital Services Inc
✚
|
NJ | 0.2 |
|
Sage Stone Wealth Management LLC
✚
|
CA | 0.2 |
|
ACAP Asset Management Inc
✚
|
CA | 0.2 |
|
Magnate Advisory Services LLC
✚
|
KY | 0.2 |
|
Booster LLC
✚
|
MD | 0.2 |
|
One Advisory Partners LLC
✚
|
KS | 0.2 |