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ESSEX PRIVATE WEALTH MANAGEMENT, LLC
ESSEX PRIVATE WEALTH MANAGEMENT, LLC
TOPSFIELD, Massachusetts
·
2 registered advisors
·
CRD# 149991
SEC# 801-108702
1
(978) 887-5981
01
Firm Overview
AUM
$260M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
03
Specialties
Financial Planning
Investment Management
04
Advisors at ESSEX PRIVATE WEALTH MANAGEMENT, LLC
2 registered advisors
Brian Andrew Woodland
TOPSFIELD, Massachusetts
CRD# 2263508
Peter Earl Mulholland
TOPSFIELD, Massachusetts
CRD# 2213796
05
Office Locations
TOPSFIELD, Massachusetts
2 advisors
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Data sourced from SEC Form ADV filings. ESSEX PRIVATE WEALTH MANAGEMENT, LLC (CRD# 149991) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.