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| Essex Financial Services Inc
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|---|---|
| CRD # | 127549 |
| SEC # | 801-62242 |
| CIK # | 0001315785 |
| AUM | $2.8 BB (2023-01-03) |
| Employees | 41 (98% Investors, 32% Brokers) |
| Phone | 860-767-4300 |
| Address | 176 Westbrook Road Essex, CT 06426 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 49.2 | |
| TPL | 12,640.2 | 41.1 | |
| MSFT | 1,918,222.4 | 26.8 | |
| XOM | 385,508.3 | 18.1 | |
| CVX | 294,604.1 | 17.0 | |
| CODI | 1,578.2 | 15.2 | |
| GLD | 13.2 | ||
| GOOGL | 1,475,138.5 | 12.0 | |
| AMZN | 1,092,997.8 | 11.8 | |
| JNJ | 465,600.2 | 11.5 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,961 | 0.6 |
| (b) Individuals (high net worth individuals) | 573 | 1.8 |
| (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 | 83 | 0.3 |
| (h) Charitable organizations | 72 | 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 | 26 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 6,269 | 2.8 |
| By Discretionary | ||
| Discretionary | 5,414 | 2.1 |
| Non-Discretionary | 855 | 0.7 |
| Total | 6,269 | 2.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.8 | |
| Total | 6,269 | 2.8 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001315785] |
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|---|---|---|
|
BDO Wealth Advisors LLC
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|
FL | 2.8 |
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Legacy Advisors LLC
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PA | 2.8 |
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Texas Capital Bank Wealth Management Services Inc
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TX | 2.8 |
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FL | 2.8 |
|
Ulrich Consulting and Investment Group LLC
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NM | 2.7 |
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IPG Investment Advisors LLC
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CA | 2.7 |
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Verdence Capital Advisors LLC
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MD | 2.7 |