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- Custodian
- Altruist
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-23-2012
- Office Locations
- 1
Office Locations
About Essex Capital Management
Essex Capital Management is a Massachusetts-based fee-only, fiduciary RIA led by CFP professional Kimberley A. Feeney Zollo. The firm builds tailored investment portfolios and comprehensive financial plans for individuals, with a stated focus on empowering women investors and pre-retirees/retirees through life transitions. Services include wealth management, retirement planning, tax-aware portfolio guidance, cash flow/budgeting support, and estate strategy coordination; custody includes Altruist.
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Owner & Executives
KIMBERLEY A FEENEY ZOLLO
Certified Financial Planner, PRINCIPAL
- CRD
- #2824170
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $45,461,388 | -- |
| Non-Discretionary | $816,319 | -- |
| Total | $46,277,707 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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