Essential Investment Partners, LLC

RIASEC RegisteredEst. 2009

Total AUM

$223M

Discretionary

$213M

96% of AUM

Avg account

$808K

Accounts

276

Employees

Advisory reps

Firm details

Headquarters: Englewood, Colorado
CRD number: 149509
Registered since: April 1, 2009
Website: www.essentialinvestment.com
Fee structure: Percentage of AUM
Client types: HNWI90.06%
Charitable Organizations5.21%
Individuals4.74%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersPublication of Periodicals

Firm profile

FINTRX

Overview

Essential Investment Partners, LLC is an independent, SEC-registered RIA formed as an LLC in 2009. The firm operates primarily as a fee-based adviser charging a percentage of assets under management and serves a mix of high-net-worth individuals, families and institutional clients. It positions itself as a capital allocator and provides a range of advisory services including financial planning, portfolio management for individuals, small businesses and institutions, selection of outside managers, and publication of periodic investment commentary. The firm does not identify as an active ESG investor and is organized to serve clients from a single-state base. Its activities indicate an adviser that combines discretionary portfolio management with the selection and oversight of third-party managers and investment funds.