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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-25-2015
- Office Locations
- 1
Office Locations
About Essential Investing
Essential Investing is a Phoenix, AZ-based RIA providing investment management and financial planning for individuals, including entrepreneurs. Portfolios emphasize ETF-based implementation alongside mutual funds, with active asset allocation and risk management and the ability to incorporate alternatives when appropriate. Custody is via Charles Schwab, and the firm supports reporting through Black Diamond; currently accepting new clients.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JOHN MICHAEL MERSEK
Chief Compliance Officer, Chief Executive Officer, Founder, Managing Member
- CRD
- #6414039
- Ownership
- 75% or more
Jarrod Christopher Rice
CHIEF OPERATING OFFICER
- CRD
- #8203091
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Joshua James
--
- CRD
- #8271130
Showing 1 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $53,512,354 | -- |
| Non-Discretionary | $0 | -- |
| Total | $53,512,354 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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