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Request a Free TrialFirm Details
- Custodian
- Trade-PMR
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between March 3, 2011 and June 18, 2012, reported AUM decreased 8.6%, from $35.0M to $32.0M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 3 advisory representatives and 80 clients, or 26.7 clients per representative. That equates to $712.5K in reported AUM per client.
The profile lists 1 reported office location and 31 years in operation. The source data was last updated on March 13, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full EMG record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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
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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 |
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Separately Managed Accounts
SMA allocation detail is available
EMG has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.