ESSEX FINANCIAL ADVISORS, L.L.C.
CRD #128826 SEC #801-108013 TOPSFIELD, MA 978-887-6940
SEC Registered
Total AUM
$151.4M
Discretionary
$151.4M
Employees
3
Clients
51
Accounts
421
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2018 | $151.4M | $151.4M | $0 | 3 | 5 |
| Mar 2018 | $151.4M | $151.4M | $0 | 3 | 5 |
| Mar 2017 | $120.2M | $120.2M | $0 | 2 | 147 |
| Jun 2016 | $110.1M | $110.1M | $0 | 2 | 131 |
| Jun 2016 | $110.1M | $110.1M | $0 | 2 | 131 |
| Jun 2012 | $72.1M | $71.3M | $714.8K | 1 | 105 |
| May 2012 | $72.1M | $71.3M | $714.8K | 1 | 105 |
| May 2012 | $72.1M | $71.3M | $714.8K | 1 | 105 |
| Apr 2012 | $72.1M | $71.3M | $714.8K | 1 | 105 |
| Feb 2012 | $72.1M | $71.3M | $714.8K | 1 | 105 |
| Jun 2011 | $77.3M | $71.4M | $5.9M | 5 | -- |
| Mar 2011 | $77.3M | $71.4M | $5.9M | 5 | -- |
| Mar 2009 | $60.8M | $46.8M | $14M | 5 | -- |
| Jan 2008 | $82.7M | $82.7M | $0 | 5 | -- |
| Jan 2007 | $49.2M | $49.2M | $0 | 5 | -- |
| Feb 2006 | $45.8M | $45.8M | $0 | 5 | -- |
| May 2005 | $45.7M | $45.7M | $0 | 5 | -- |
DateApr 2018
Total AUM$151.4M
Discretionary$151.4M
Non-Disc.$0
Employees3
Clients5
DateMar 2018
Total AUM$151.4M
Discretionary$151.4M
Non-Disc.$0
Employees3
Clients5
DateMar 2017
Total AUM$120.2M
Discretionary$120.2M
Non-Disc.$0
Employees2
Clients147
DateJun 2016
Total AUM$110.1M
Discretionary$110.1M
Non-Disc.$0
Employees2
Clients131
DateJun 2016
Total AUM$110.1M
Discretionary$110.1M
Non-Disc.$0
Employees2
Clients131
DateJun 2012
Total AUM$72.1M
Discretionary$71.3M
Non-Disc.$714.8K
Employees1
Clients105
DateMay 2012
Total AUM$72.1M
Discretionary$71.3M
Non-Disc.$714.8K
Employees1
Clients105
DateMay 2012
Total AUM$72.1M
Discretionary$71.3M
Non-Disc.$714.8K
Employees1
Clients105
DateApr 2012
Total AUM$72.1M
Discretionary$71.3M
Non-Disc.$714.8K
Employees1
Clients105
DateFeb 2012
Total AUM$72.1M
Discretionary$71.3M
Non-Disc.$714.8K
Employees1
Clients105
DateJun 2011
Total AUM$77.3M
Discretionary$71.4M
Non-Disc.$5.9M
Employees5
Clients--
DateMar 2011
Total AUM$77.3M
Discretionary$71.4M
Non-Disc.$5.9M
Employees5
Clients--
DateMar 2009
Total AUM$60.8M
Discretionary$46.8M
Non-Disc.$14M
Employees5
Clients--
DateJan 2008
Total AUM$82.7M
Discretionary$82.7M
Non-Disc.$0
Employees5
Clients--
DateJan 2007
Total AUM$49.2M
Discretionary$49.2M
Non-Disc.$0
Employees5
Clients--
DateFeb 2006
Total AUM$45.8M
Discretionary$45.8M
Non-Disc.$0
Employees5
Clients--
DateMay 2005
Total AUM$45.7M
Discretionary$45.7M
Non-Disc.$0
Employees5
Clients--