Essex Investment Management Company, Llc

Essex Investment Management Company, Llc

Boston, Massachusetts

Essex Investment Management Company, LLC is a respected local investment advisory firm headquartered in Boston, MA, with additional offices strategically located to serve its diverse clientele. With a team of 15 dedicated professionals, including 10 experienced investment advisors, Essex Investment Management Company offers a comprehensive range of investment advisory services to individuals, families, and institutions. As an established player in the industry, Essex Investment Management Company manages an average of approximately $62,710,000 in assets under management per investment advisor, aligning with the industry average. ...see more

Assets Under Mgmt

$627.06M

Investment Professionals

10

Locations

1

% 401K & Individual

10%

% Discretionary

99%

Compensation Structure

  • A percentage of assets under your management
  • Performance-based fees

Services Provided Section

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Other: NON-DISCRETIONARY STRATEGY MODELS

Reviews for Essex Investment Management Company, Llc

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