ESSENTIAL ADVISERS, INC.
CRD #115998 SEC #801-61095 DENVER, CO 303-333-8498
SEC Registered
Total AUM
$97.9M
Discretionary
$90.4M
Employees
5
Clients
10
Accounts
59
Firm Details
- Organization Type
- Corporation
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 21, 2007
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| DODSON, DAVID, ALAN | I | VICE PRESIDENT, INVESTMENTS | NA | |
| DODSON, DAVID, ALAN | I | VICE PRESIDENT, INVESTMENTS | NA | |
| REETZ, REGINA, MARY | I | SECRETARY | NA | |
| WEBSTER, MARCE, LYNN | I | CHIEF COMPLIANCE OFFICER & SECRETARY | NA | |
| ZESCHIN, JONATHAN, FREDERICK | I | PRESIDENT,TREASURER,SECRETARY& CHIEF COMPLIANCE OFFICER | E | Control |
| ZESCHIN, JONATHAN, FREDERICK | I | PRESIDENT,TREASURER,SECRETARY& CHIEF COMPLIANCE OFFICER | E | Control |
| ZESCHIN, JONATHAN, FREDERICK | I | PRESIDENT & TREASURER | E | Control |
| ZESCHIN, JONATHAN, FREDERICK | I | PRESIDENT & TREASURER | E | Control |
| ZESCHIN, JONATHAN, FREDERICK | I | PRESIDENT,TREASURER & SECRETARY | E | Control |
Registrations
Federal
IA
Mar 21, 2007 REGISTERED
Notice Filings (2)
CO IL
Address
1777 S. HARRISON STREETSKYDECK
DENVER, CO 80210
USA
Phone: 303-333-8498