$7.8M Total AUM
$7.8M Disc. AUM
-- 3Y CAGR
2 Employees
6 ADV. Clients
5 yrs Firm Age
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- Custodian
- RBC
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-22-2021
- Office Locations
- 2
Office Locations
130 Dumont AV Unit 1 Brooklyn NY
-- Canyon Lake CA
About Essex Advisory
Essex Advisory is a Brooklyn, NY-based firm focused on helping independent financial advisors run and grow their practices, with investment advisory offerings spanning fixed income and equity strategies. The firm serves retail clients and lists RBC as a custodian, positioning it as a hands-on partner for advisors seeking portfolio support and resources.
Team overview
-- AVG AGE
$3.9M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
2.9 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Matrix Pioneer Pioneer insight
Investment Themes
Signal North capital Radial
Investment Vehicles
Glacier ridge
Services
Focus vital Value Pathway north Eagle Bridge Zenith Insight Ridge north
Owner & Executives
P
PRAKASH GUPTA
Business Development Manager, Chief Compliance Officer
- CRD
- #5784605
- Ownership
- Less than 5%
(610) 440-8101
ridge.pathway@deltacapital.com
in linkedin.com/in/summit-ridge
Showing 1 of 1 owners & executives
Unlock allContacts
J
John G Watson IV
--
- CRD
- #6327943
(429) 573-6442
north.optima@optimacapital.com
in linkedin.com/in/glacier-catalyst
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,827,000 | $492,105 |
| Non-Discretionary | $3,000 | $550,000 |
| Total | $7,830,000 | $495,000 |
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Separately Managed Accounts
Total SMA Asset: $7,830,000
Corporate - Investment Grade:
66.3% Equity - Exchange:
33.7% | Asset class | Assets | Assets % |
|---|---|---|
| Corporate - Investment Grade | $3,776,113,247 | 66.3% |
| Equity - Exchange | $1,919,381,847 | 33.7% |
| Total | $5,695,495,094 | 100.0% |