Essex National Securities, Inc. is an adviser based in Napa. It manages $30.77 million of regulatory assets for 117 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdictions of Alaska, Colorado, Florida, and 9 other states.
Essex National Securities provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Essex National Securities, Inc. is $30.77 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -18% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Essex National Securities, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
John Charles Weidert has been acting as President since 1 Mar 2006. Scott Kelso Davis joined the executive team most recently as the Chairman, Ceo, President.
The principal office where Essex National Securities, Inc. performs its advisory services is located at 550 Gateway Drive, Napa, CA 94558, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 707-258-5000 or by fax 707-258-2563. The normal business hours are 6:00am to 4:30pm on Monday - Friday. You can find more information about the New York firm at www.ensinet.com.