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Essex LLC

EST. AUM
$563,083,517

CONTACTS
5

CLIENT ACCOUNTS
2,112

Firm Details

Metro area Chicago
CRD Number 108352
Website essexllc.com
Client types

Overview

Essex LLC is a financial services firm that assists clients in developing customized plans based on their financial goals and objectives. The firm analyzes clients' financial decisions, creates strategies to optimize protection and cost savings, and offers personalized investment management. Essex LLC provides active portfolio management, reallocation, investment selection, and tax harvesting as part of its services.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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