Essex Capital Management
Essex Capital Management (CRD# 164782) is a financial advisory firm headquartered in Lynnfield, MA. They manage $37,464,538 in 93 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management37MILLION
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Total Number of Accounts93ACCOUNTS
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Average Account Value$402,844
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MA
Financial Advisors at Essex Capital Management
1
Kimberley Feeney Zollo (CRD# 2824170) is an Investment Advisor Representative working at Essex Capital Management in Lynn, MA and has over 16 years of experience in the finance industry.
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