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Alice Cole

ESSEX ASSET MANAGEMENT LLC·VERO BEACH, Florida
Unclaimed Profile
821 A BEACHLAND BLVD, VERO BEACH, FL 32963CRD# 2766951Firm CRD# 148989
01

About

Alice Cole is a registered financial advisor based in VERO BEACH, Florida, affiliated with ESSEX ASSET MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
ESSEX ASSET MANAGEMENT LLC
ESSEX ASSET MANAGEMENT LLC
AUM
$103M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at ESSEX ASSET MANAGEMENT LLC →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2766951
Firm CRD# 148989
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Alice Cole offer?
Alice Cole specializes in Investment Management, Fee-Only Advisory. Contact their office in VERO BEACH, Florida for a consultation.
What are Alice Cole's credentials?
Alice Cole is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Alice Cole located?
Alice Cole is based in VERO BEACH, Florida, working with ESSEX ASSET MANAGEMENT LLC. Their office serves clients in the VERO BEACH metropolitan area and surrounding communities.
How does Alice Cole charge for services?
Alice Cole's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ESSEX ASSET MANAGEMENT LLC?
ESSEX ASSET MANAGEMENT LLC has approximately 3 employees and manages $103M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
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