E
$3.2M Total AUM
$3.2M Disc. AUM
-- 3Y CAGR
1 Employees
2 ADV. Clients
2 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-10-2024
- Office Locations
- 1
Office Locations
-- Newton MA
About ESS Capital Services
ESS Capital Services is a Newton-based RIA. The firm has been operating for 2 years. Managing $3.2M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$3.2M AVG AUM / ADVISOR
$1.6M AVG AUM / CLIENT
2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
Available
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Accredited Investors
Available
Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
R
Ranjan Mishra
Chief Compliance Officer, President, Senior Partner
- CRD
- #7839056
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,200,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,200,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available Derivatives:
Available Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Derivatives | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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