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| Happy Holidays!! thanks for using AUM13F!! |
| Essex Financial Services Inc
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| CRD # | 127549 |
| SEC # | 801-62242 |
| CIK # | 0001315785 |
| AUM | $3.8 B (2025-06-02) |
| Employees | 45 (96% Investors, 20% Brokers) |
| Phone | 860-767-4300 |
| Address | 176 Westbrook Road Essex, CT 06426 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001315785 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 67.3 | ||
| Microsoft Corp | 53.3 | ||
| Nvidia Corp | 30.1 | ||
| SPDR Gold Trust | 27.1 | ||
| Amazon Com Inc | 27.0 | ||
| Alphabet Inc | 19.5 | ||
| J P Morgan Chase & Co | 19.0 | ||
| Lilly Eli & Co | 18.8 | ||
| Texas Pacific Land Corp | 16.1 | ||
| Exxon Mobil Corp | 14.4 | ||
| Facebook Inc | 12.2 | ||
| United Technologies Corp /DE/ | 11.1 | ||
| Sprott Physical Gold Trust | 10.3 | ||
| International Business Machines Corp | 10.1 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,978 | 0.6 |
| (b) Individuals (high net worth individuals) | 800 | 2.5 |
| (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 | 110 | 0.5 |
| (h) Charitable organizations | 64 | 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 | 6,985 | 3.8 |
| By Discretionary | ||
| Discretionary | 6,312 | 2.9 |
| Non-Discretionary | 673 | 0.9 |
| Total | 6,985 | 3.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.8 | |
| Total | 6,985 | 3.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001315785] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Nordwand Advisors LLC
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PA | 3.8 |
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Azimuth Capital Investment Management LLC
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MI | 3.8 |
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IPG Investment Advisors LLC
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CA | 3.8 |
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Carlson Capital Management LLC
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MN | 3.8 |
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Southstate Advisory Inc
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SC | 3.8 |
|
Alamo Advisors LP
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TX | 3.8 |
|
Greenspring Advisors LLC
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MD | 3.8 |
|
Security Capital Research & Management Incorporated
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IL | 3.8 |
|
Journey Strategic Wealth LLC
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NJ | 3.8 |
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Accredited Investors Inc
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MN | 3.7 |