ESSENTIAL INVESTMENT PARTNERS, LLC of ENGLEWOOD, CO is an SEC-registered investment adviser (CRD 149509). Regulatory assets under management: $223.0M.
Compensation: % of AUM.
Clients served: Individuals, High net worth, Pooled vehicles, Charities, Corporations.
| Name | Role | Location |
|---|---|---|
| Jonathan Frederick Zeschin | PARTNER, CHIEF EXECUTIVE OFFICER; PRESIDENT & TREASURER | — |
| Michael Kenneth Haines | PARTNER, CHIEF INVESTMENT OFFICER; PRESIDENT | — |
| Kelly Ann Sumner | CHIEF COMPLIANCE OFFICER | — |
| PAUL DONOVAN JERALD | MEMBER, PARTNER, CHIEF INVESTMENT OFFICER | — |
| ZESCHIN JONATHAN FREDERICK | PARTNER, CHIEF EXECUTIVE OFFICER; PRESIDENT & TREASURER | — |
| WEBSTER MARCE LYNN | CHIEF COMPLIANCE OFFICER & SECRETARY | — |
| HAINES MICHAEL KENNETH | CHIEF COMPLIANCE OFFICER & CHIEF INVESTMENT OFFICER; PARTNER, CHIEF INVESTMENT OFFICER; PRESIDENT | — |
| SUMNER KELLY ANN | CHIEF COMPLIANCE OFFICER | — |