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| Essex Financial Services Inc
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|---|---|
| CRD # | 127549 |
| SEC # | 801-62242 |
| CIK # | 0001315785 |
| AUM | $4.2 B (2025-12-24) |
| Employees | 46 (91% Investors, 17% Brokers) |
| Phone | 860-767-4300 |
| Address | 176 Westbrook Road Essex, CT 06426 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 82.1 | ||
| Microsoft Corp | 39.0 | ||
| SPDR Gold Trust | 34.2 | ||
| Nvidia Corp | 32.2 | ||
| Alphabet Inc | 32.1 | ||
| Amazon Com Inc | 23.3 | ||
| Texas Pacific Land Corp | 22.7 | ||
| Lilly Eli & Co | 21.4 | ||
| J P Morgan Chase & Co | 18.8 | ||
| Johnson & Johnson | 14.9 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,885 | 0.6 |
| (b) Individuals (high net worth individuals) | 895 | 2.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 108 | 0.6 |
| (h) Charitable organizations | 60 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 15 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 7,143 | 4.2 |
| By Discretionary | ||
| Discretionary | 6,417 | 3.2 |
| Non-Discretionary | 726 | 0.9 |
| Total | 7,143 | 4.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 4.2 | |
| Total | 7,143 | 4.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001315785] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Systematic Financial Management LP
✚
|
NJ | 4.2 |
|
Stifel Capital Management LLC
✚
|
NY | 4.2 |
|
Clear Investment Research LLC
✚
|
GA | 4.2 |
|
Texas Capital Bank Wealth Management Services Inc
✚
|
TX | 4.2 |
|
Salem Investment Counselors Inc
✚
|
NC | 4.2 |
|
Crossingbridge Advisors LLC
✚
|
NY | 4.2 |
|
IPG Investment Advisors LLC
✚
|
CA | 4.1 |
|
Founders Financial Securities LLC
✚
|
MD | 4.1 |
|
Archpoint Investors LLC
✚
|
FL | 4.1 |
|
Parkway Advisors LP
✚
|
TX | 4.1 |