Essential Investment Partners, LLC Employee Directory

Investment ManagementColorado, United States2-10 Employees

Essential Investment Partners is an independent, "fee-only" investment advisory and wealth management firm managing more than $200 million (12/31/21) 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.  

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.

Find Essential Investment Partners, LLC employees' phone numbers or email addresses

Essential Investment Partners, LLC Global Highlights

Location
Employees

North America
4

Minus sign iconPlus sign icon
  • United States Of America
    4

Essential Investment Partners, LLC's Leadership

  • Stylized image of a person
    K. S.
    Chief Compliance Officer
    Phone icon
  • Stylized image of a person
    J. Z.
    Partner/Ceo
    Phone icon
  • Stylized image of a person
    M. H.
    Partner
    Phone icon
  • Stylized image of a person
    J. Z.
    It Consultant
    Phone icon

Contact profiles from Essential Investment Partners, LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    J. Z.
    Partner/Ceo
    Phone icon
    United StatesColorado
    Nov 18, 2025
  • Stylized image of a person
    K. S.
    Chief Compliance Officer
    Phone icon
    United StatesColorado
    Oct 23, 2025
  • Stylized image of a person
    M. H.
    Partner
    Phone icon
    United StatesColorado
    Oct 19, 2025
  • Stylized image of a person
    J. Z.
    It Consultant
    Phone icon
    UNITED STATES
    Sep 24, 2025

Frequently Asked Questions

What is Essential Investment Partners, LLC known for?

Minus sign iconPlus sign icon
Essential Investment Partners, LLC was founded in 2001 operates in the Investment Management industry. The company's main headquarters is located in 4600 South Syracuse Street, Suite 410; you can contact the main corporate office by phone at . Explore Essential Investment Partners, LLC's company overview page for more information.

What is Essential Investment Partners, LLC's most common email format?

Minus sign iconPlus sign icon
Essential Investment Partners, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Essential Investment Partners, LLC email formats with LeadIQ.

How many employees does Essential Investment Partners, LLC have currently?

Minus sign iconPlus sign icon
Essential Investment Partners, LLC has approximately 4 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Essential Investment Partners, LLC's key employees and leadership?

Minus sign iconPlus sign icon

As of December 2025, Essential Investment Partners, LLC's key employees include:

  • Chief Compliance Officer: K. S.
  • Partner/Ceo: J. Z.
  • Partner: M. H.
  • It Consultant: J. Z.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.