This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Trade-PMR
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-08-1995
- Office Locations
- 1
Office Locations
About EMG
Essex Asset Management Group, Inc. (EMG) is a South Burlington, VT planning-led advisory firm serving individuals and families, including business owners, with personalized retirement-focused financial plans. Services span cash-flow and debt review, tax and insurance planning, and portfolio construction/asset management with an ETF-heavy approach. Broker-dealer relationship is through Hazard & Siegel; custody reported via Trade-PMR.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
TODD ROBERT TOENSING
Chief Compliance Officer, President, Registered Representative
- CRD
- #1991943
- Ownership
- 75% or more
SCOTT DAVID BALDWIN
Financial Planning Advisor, VICE PRESIDENT
- CRD
- #2847135
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
Unlock allContacts
JASON SCOTT BROWN
--
- CRD
- #8171363
Showing 1 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $57,000,000 | $60,952 |
| Non-Discretionary | $0 | -- |
| Total | $57,000,000 | $60,952 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Private Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
Continue browsing