Essex Private Wealth Management is an investment advisor in Topsfield with $476.56 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
264471994
SEC advisor number
801-108702
FINRA CRD number
149991
AUM ?
$260.34 mm
(as of 21 Feb 24)
Accounts
709
(as of 21 Feb 24)
Employees
6
(4 investment advisory or research)
Address
Essex Private Wealth Management
6 PARK STREET
TOPSFIELD
MA 01983
6 PARK STREET
TOPSFIELD
MA 01983
Phone
(978) 887-5981
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
24 Oct 23
13F-HR
Quarterly holdings report by institutional manager
31 Jul 23
13F-HR
Quarterly holdings report by institutional manager
1 May 23
13F-HR
Quarterly holdings report by institutional manager
2 Feb 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
11 Aug 22
13F-HR
Quarterly holdings report by institutional manager
16 May 22
13F-HR
Quarterly holdings report by institutional manager
9 Feb 22
13F-HR
Quarterly holdings report by institutional manager
15 Nov 21