June 24, 2018 8:47 PM ET

Capital Markets

Company Overview of Essex Financial Services, Inc.

Company Overview

Essex Financial Services, Inc. is a family office. The firm is also a broker dealer providing wealth management and financial planning. It primarily provides its services to individuals. The firm also caters to high net worth individuals, corporations, corporate pension and profit-sharing plans, Taft-Hartley plans, trusts, estates, charitable institutions, foundations, endowments and municipalities. It manages separate client-focused equity, fixed income, and balanced portfolios. The firm invests in public equity and fixed income markets. It also invests in alternative investment markets. The firm employs fundamental analysis to create its portfolio. It conducts in-house research to make its...

176 Westbrook Road

Essex, CT 06426

United States

Phone:

860-767-4300

Fax:

860-767-4310

Key Executives for Essex Financial Services, Inc.

President, Chief Executive Officer, and Member of the Board of Directors
Treasurer & COO
Vice President
Senior Vice President and Member of the Board of Directors
Vice President
Compensation as of Fiscal Year 2017.

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Recent Private Companies Transactions

Type
Date
Target
No transactions available in the past 12 months.
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