|
⚲
|
| Essex Financial Services Inc
✚
| |
|---|---|
| CRD # | 127549 |
| SEC # | 801-62242 |
| CIK # | 0001315785 |
| AUM | $3.4 BB (2024-08-01) |
| Employees | 41 (95% Investors, 32% Brokers) |
| Phone | 860-767-4300 |
| Address | 176 Westbrook Road Essex, CT 06426 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 73.4 | |
| MSFT | 1,918,222.4 | 44.4 | |
| LLY | 301,789.7 | 23.9 | |
| CODI | 1,578.2 | 22.4 | |
| NVDA | 399,550.0 | 20.9 | |
| AMZN | 1,092,997.8 | 20.7 | |
| GLD | 19.8 | ||
| GOOGL | 1,475,138.5 | 19.6 | |
| XOM | 385,508.3 | 17.4 | |
| JPM | 340,169.2 | 15.0 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,937 | 0.6 |
| (b) Individuals (high net worth individuals) | 719 | 2.2 |
| (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 | 88 | 0.4 |
| (h) Charitable organizations | 65 | 0.1 |
| (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 | 19 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 6,423 | 3.4 |
| By Discretionary | ||
| Discretionary | 5,834 | 2.6 |
| Non-Discretionary | 589 | 0.7 |
| Total | 6,423 | 3.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.4 | |
| Total | 6,423 | 3.4 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001315785] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Highland Capital Management LLC
✚
|
TN | 3.4 |
|
Parkway Advisors LP
✚
|
TX | 3.4 |
|
Nations Financial Group Inc
✚
|
IA | 3.4 |
|
JFS Wealth Advisors LLC
✚
|
PA | 3.4 |
|
Advisor Partners II LLC
✚
|
CA | 3.4 |
|
Texas Capital Bank Wealth Management Services Inc
✚
|
TX | 3.4 |
|
Cambiar Investors LLC
✚
|
CO | 3.4 |
|
Azimuth Capital Investment Management LLC
✚
|
MI | 3.4 |
|
Systematic Financial Management LP
✚
|
NJ | 3.4 |
|
Accredited Investors Inc
✚
|
MN | 3.4 |