| Name | Title | Ownership | Since |
|---|---|---|---|
| Bruce Michael Glowac Control | Director | Under 5% | 2013 |
| Charles Robert Cumello Control | President & Chief Executive Officer, Director | Under 5% | 2013 |
| Diane Hadley Arnold Control | Director | Under 5% | 2021 |
Essex Financial Services, Inc. reports $3.8 billion in regulatory assets under management on its Form ADV.
Essex Financial Services, Inc. reports 45 employees.
Essex Financial Services, Inc. is based in Essex, CT and has been SEC-registered since 2003.
Essex Financial Services, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 176 Westbrook Road, Essex, CT 06426 |
| Phone | 860-767-4300 |
| Fax | 860-767-4310 |
| Office hours | 8:30a.m.-5:30p.m. |
| SEC region | Boston Regional Office (BRO) |
| CIK | 1315785 |
| Discloses disciplinary history | Yes |
| Discretionary | $2.92B |
| Non-discretionary | $855M |
| Total (RAUM) | $3.77B |