Essex Financial Services, Inc., CT — Investment Adviser | BuildTrust

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ESSEX FINANCIAL SERVICES, INC.

Investment AdviceESSEX, CT

Assets Under Management

$3.8B

Total AUM

Donut chart: Discretionary 2.9B, Non-Discretionary 855.0M
Category	Value
Discretionary	2.9B
Non-Discretionary	855.0M

Adviser Information

Field	Value
CRD Number	127549
SEC Number	801-62242
Street Address	176 WESTBROOK ROAD
Location	ESSEX, CT 06426
Country	United States
Phone	860-767-4300
Fax	860-767-4310
Total Employees	45
Business Types	insurance_broker

Client Count by Type (2,967 Total)

Horizontal bar chart: Individuals (other than H… 1,978, High Net Worth Individual… 800, Pension/Profit Sharing Pl… 110, Charitable Organizations 64, Corporations/Businesses 15
Category	Value
Individuals (other than H…	1,978
High Net Worth Individual…	800
Pension/Profit Sharing Pl…	110
Charitable Organizations	64
Corporations/Businesses	15