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    Essential Investment Partners, Llc

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    Description

    • Essential Investment Partners is an independent, fee-only investment advisory and wealth management firm managing more than $120 million (12/31/13) of assets for individuals, families, foundations and other institutions. We provide a broad range of institutional quality investment services, conducting all investment research internally and focusing on consistent returns with controlled risk. Two main disciplines -- Essential Growth Portfolio and Essential Absolute Return Portfolio -- are available as separate accounts on the Charles Schwab, TD Ameritrade and Trust Company of America platforms. Wealth management clients receive a highly personalized and customized set of services including personal financial advice, investment policy preparation, asset allocation, portfolio management and coordination with legal and accounting advisers. Because of the labor intensive nature of these engagements, new clients are accepted by referral only from existing clients, legal and accounting advisers and other professional contacts.
    • location

      Headquarters:8101 East Prentice Avenue Suite 1060, Greenwood Village, Colorado, United States

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    • Essential Investment Partners, Llc phone

      Phone Number: +1 303-333-8498

    • Essential Investment Partners, Llc website

      Website: https://www.essentialinvestment.com

    • Essential Investment Partners, Llc employees

      Employees:5

    • Essential Investment Partners, Llc revenue

      Revenue:$1 - 10M

    • Essential Investment Partners, Llc legal name

      Legal Name:Essential Investment Partners, Llc

    • Essential Investment Partners, Llc's Social Media

      Essential Investment Partners, Llc linkedin
    • done Is this data correct?

    • |  NAICS Code: 523920  |

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    Person level website identification

    Chief Compliance Officer for Essential Investment Partners, Llc

    Kelly Sumner

    Chief Compliance Officer

    Person level website visitor identification

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    View Employees

    Kelly Sumner

    Chief Compliance Officer

    Michael Haines

    Partner

    Marce Webster

    Accounting And Compliance Manager

    Frequently Asked Questions regarding Essential Investment Partners, Llc

    • Where are Essential Investment Partners, Llc's Headquarters?

      Essential Investment Partners, Llc's Headquarters are in 8101 East Prentice Avenue Suite 1060,Greenwood Village,Colorado,United States

    • What is Essential Investment Partners, Llc's phone number?

      Essential Investment Partners, Llc's phone number is +1 303-333-8498

    • What is Essential Investment Partners, Llc's official website?

      Essential Investment Partners, Llc's official website is https://www.essentialinvestment.com

    • What is Essential Investment Partners, Llc's Revenue?

      Essential Investment Partners, Llc's revenue is $1 - 10M

    • What is Essential Investment Partners, Llc's NAICS code?

      Essential Investment Partners, Llc's NAICS code is 523920

    • How many employees are working in Essential Investment Partners, Llc

      Essential Investment Partners, Llc has 5 employees

    • What is Essential Investment Partners, Llc's Industry?

      Essential Investment Partners, Llc is in the industry of Investment Management

    • Who is Essential Investment Partners, Llc's Chief Compliance Officer?

      Essential Investment Partners, Llc's Chief Compliance Officer is Kelly Sumner

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