Essential Investment Partners, LLC
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
FINTRXOverview
Essential Investment Partners, LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2009. The firm operates on a percentage-of-AUM fee model and identifies as a capital allocator, working with both individual/family and institutional clients. Core advisory services include financial planning, portfolio management for individuals, small businesses and institutions, selection of third‑party advisers, and the publication of periodic newsletters or commentaries. The firm is not identified as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds49%
- Exchange Traded Equities41%
- Investment Grade Corp Bonds5%
- Cash & Cash Equivalents4%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 142Active vs passive
$45.3M in ETFs
64%
$29.1M
30%
$16.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF (HELO) | JP Morgan | Active | Options Trading | $3.7M | 54,183 | 8.26% |
Location
Englewood, CO
Arapahoe
Location
Englewood, CO
Headquartered in Englewood, CO, anchoring the Denver-Aurora, CO metro in the West.
- Metro area
- Denver-Aurora, CO
- Region
- West
- County
- Arapahoe
- Address
- 7887 E Belleview Ave
- Time zone
- MT (UTC-7)
- Office locations
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