Essa Financial LLC
Firm details
- Headquarters
- Louisville, Kentucky
- CRD number
- 333509
- Fee structure
- Fixed Fees
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Essa Financial LLC is an independently owned RIA organized as an LLC and focused on individual and family clients. The firm offers financial planning and portfolio management services, including work with individuals and small businesses, and charges fixed fees rather than asset-based or commission-driven pricing. It identifies itself as a single-owner, independent advisory practice that does not act as a capital allocator or a pension consultant, and it does not list ESG investing among its activities.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1
Elijah Essa
FounderCRD 6914115
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Louisville, KY
Jefferson
Location
Louisville, KY
Headquartered in Louisville, KY, anchoring the Louisville/Jefferson County--Elizabethtown--Bardstown, KY-IN metro in the South.
- Metro area
- Louisville/Jefferson County--Elizabethtown--Bardstown, KY-IN
- Region
- South
- County
- Jefferson
- Address
- 1864 Frankfort Ave
- Time zone
- CT (UTC-6)
- Office locations
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