ESSEX ASSET MANAGEMENT GROUP INC.

EMG
ESSEX JUNCTION, Vermont·3 registered advisors·CRD# 116184
SEC# 801-65131802-879-1881
01

Firm Overview

AUM
$32M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Market timing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at ESSEX ASSET MANAGEMENT GROUP INC.

3 registered advisors
Elizabeth Lucartha Kohler
ESSEX JUNCTION, Vermont
Scott David Baldwin
ESSEX JUNCTION, Vermont
Todd Robert Toensing
ESSEX JUNCTION, Vermont
05

Office Locations

ESSEX JUNCTION, Vermont
3 advisors

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Data sourced from SEC Form ADV filings. ESSEX ASSET MANAGEMENT GROUP INC. (CRD# 116184) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.