Essex is an investment advisor in Deer Park with $392.40 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
364138681
SEC advisor number
801-54274
FINRA CRD number
108352
AUM ?
$474.35 mm
(as of 9 Feb 24)
Accounts
1,919
(as of 9 Feb 24)
Employees
10
(7 investment advisory or research)
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
29 Jan 24
13F-HR
Quarterly holdings report by institutional manager
16 Oct 23
13F-HR/A
Quarterly holdings report by institutional manager (amended)
31 Jul 23
13F-HR
Quarterly holdings report by institutional manager
31 Jul 23
13F-HR
Quarterly holdings report by institutional manager
2 May 23
13F-HR
Quarterly holdings report by institutional manager
30 Jan 23
13F-HR
Quarterly holdings report by institutional manager
7 Nov 22
13F-HR
Quarterly holdings report by institutional manager
1 Aug 22
13F-HR/A
Quarterly holdings report by institutional manager (amended)
2 May 22
13F-HR
Quarterly holdings report by institutional manager
20 Apr 22