ESSEX ADVISORY LLC
Legal name: ESSEX ADVISORY
CRD #312140 SEC #801-120189 NEW YORK, NY 2126249200
SEC Registered
Total AUM
$19.8M
Discretionary
$18.7M
Employees
2
Clients
0
Accounts
40
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2022 | $19.8M | $18.7M | $1.1M | 2 | 40 |
| Aug 2022 | $19.8M | $18.7M | $1.1M | 2 | 40 |
| Jun 2022 | $19.8M | $18.7M | $1.1M | 2 | 40 |
| Jun 2022 | $19.8M | $18.7M | $1.1M | 2 | 40 |
| Jun 2022 | $19.8M | $18.7M | $1.1M | 3 | 40 |
| Jun 2022 | $19.8M | $18.7M | $1.1M | 3 | 40 |
| May 2022 | $19.8M | $18.7M | $1.1M | 3 | 40 |
| May 2022 | $19.8M | $18.7M | $1.1M | 3 | 40 |
| May 2022 | $19.8M | $18.7M | $1.1M | 3 | 40 |
| Apr 2022 | $19.8M | $18.7M | $1.1M | 3 | 40 |
| Mar 2022 | $26M | $25M | $1M | 3 | 82 |
| Mar 2022 | $26M | $25M | $1M | 3 | 82 |
| Feb 2022 | $26M | $25M | $1M | 3 | 82 |
| May 2021 | $26M | $25M | $1M | 3 | 82 |
| May 2021 | $26M | $25M | $1M | 3 | 82 |
| Feb 2021 | $0 | $0 | $0 | 1 | 0 |
| Feb 2021 | $0 | $0 | $0 | 1 | 0 |
| Feb 2021 | $0 | $0 | $0 | 1 | 0 |
| Dec 2020 | $0 | $0 | $0 | 1 | 0 |
DateAug 2022
Total AUM$19.8M
Discretionary$18.7M
Non-Disc.$1.1M
Employees2
Clients40
DateAug 2022
Total AUM$19.8M
Discretionary$18.7M
Non-Disc.$1.1M
Employees2
Clients40
DateJun 2022
Total AUM$19.8M
Discretionary$18.7M
Non-Disc.$1.1M
Employees2
Clients40
DateJun 2022
Total AUM$19.8M
Discretionary$18.7M
Non-Disc.$1.1M
Employees2
Clients40
DateJun 2022
Total AUM$19.8M
Discretionary$18.7M
Non-Disc.$1.1M
Employees3
Clients40
DateJun 2022
Total AUM$19.8M
Discretionary$18.7M
Non-Disc.$1.1M
Employees3
Clients40
DateMay 2022
Total AUM$19.8M
Discretionary$18.7M
Non-Disc.$1.1M
Employees3
Clients40
DateMay 2022
Total AUM$19.8M
Discretionary$18.7M
Non-Disc.$1.1M
Employees3
Clients40
DateMay 2022
Total AUM$19.8M
Discretionary$18.7M
Non-Disc.$1.1M
Employees3
Clients40
DateApr 2022
Total AUM$19.8M
Discretionary$18.7M
Non-Disc.$1.1M
Employees3
Clients40
DateMar 2022
Total AUM$26M
Discretionary$25M
Non-Disc.$1M
Employees3
Clients82
DateMar 2022
Total AUM$26M
Discretionary$25M
Non-Disc.$1M
Employees3
Clients82
DateFeb 2022
Total AUM$26M
Discretionary$25M
Non-Disc.$1M
Employees3
Clients82
DateMay 2021
Total AUM$26M
Discretionary$25M
Non-Disc.$1M
Employees3
Clients82
DateMay 2021
Total AUM$26M
Discretionary$25M
Non-Disc.$1M
Employees3
Clients82
DateFeb 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateFeb 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateFeb 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateDec 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0