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Daniel Christopher Shane

ESSEX ASSET ADVISORS INC.·IVORYTON, Connecticut
Unclaimed Profile
104 MAIN STREET SUITE 1, IVORYTON, CT 06442CRD# 2671683Firm CRD# 164076
01

About

Daniel Christopher Shane is a registered financial advisor based in IVORYTON, Connecticut, affiliated with ESSEX ASSET ADVISORS INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
03

Firm Overview

Firm
ESSEX ASSET ADVISORS INC.
ESSEX ASSET ADVISORS INC.
AUM
$7M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at ESSEX ASSET ADVISORS INC. →
Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 2671683
Firm CRD# 164076
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Daniel Christopher Shane offer?
Daniel Christopher Shane specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in IVORYTON, Connecticut for a consultation.
What are Daniel Christopher Shane's credentials?
Daniel Christopher Shane is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel Christopher Shane located?
Daniel Christopher Shane is based in IVORYTON, Connecticut, working with ESSEX ASSET ADVISORS INC.. Their office serves clients in the IVORYTON metropolitan area and surrounding communities.
How does Daniel Christopher Shane charge for services?
Daniel Christopher Shane's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ESSEX ASSET ADVISORS INC.?
ESSEX ASSET ADVISORS INC. has approximately 2 employees and manages $7M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in IVORYTON
Brendan Blake Lynch — ESSEX ASSET ADVISORS INC.
Nearby cities in Connecticut
GREENWICH (1150)STAMFORD (1131)WESTPORT (338)HARTFORD (225)DARIEN (222)
City Guides
GREENWICH GuideSTAMFORD GuideWESTPORT GuideHARTFORD GuideDARIEN Guide
Research
Advisor Fees in ConnecticutNational Fee Analysis
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