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ESI FINANCIAL ADVISORS
One National Life Drive
Montpelier, Vermont 05604
Tel: 800-344-7437
About ESI FINANCIAL ADVISORS
ESI FINANCIAL ADVISORS, formally registered with the SEC as ESI FINANCIAL ADVISORS. The firm was established in 07/09/1992. They have over 231 offices throughout the country.
ESI FINANCIAL ADVISORS is a Montpelier, Vermont based Financial Planning firm with nearly $2,124,751,345 assets under management, offering retirement planning & investment advisory services to 11558 clients. The firm is staffed with 450 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 265 |
| SEC# | 801-41722 |
| Assets Managed by Firm | $2,124,751,345 |
| No. of Clients | 11558 |
| No. of Advisors | 450 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Commission Based
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 11558 | $2,124,751,345 |
| Individuals (other than high net worth individuals) | 8556 | $1,153,052,962 |
| High net worth individuals | 2659 | $884,841,037 |
| Pension and profit sharing plans | 289 | $64,227,803 |
| Charitable organizations | 4 | $2,158,667 |
| Corporations or other businesses | 50 | $20,470,876 |
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|---|---|---|---|
| $35,941,367,795 | 8 | 43 | |
| $17,319,756,035 | 119 | 42 | |
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