SACKS & ASSOCIATES, LLC

1160 Route 22 East
Bridgewater, New Jersey 08807
Tel: 908-864-4950

About SACKS & ASSOCIATES, LLC

SACKS & ASSOCIATES, LLC, formally registered with the SEC as SACKS & ASSOCIATES, LLC. The firm was established in 02/03/2015. They have over 1 offices throughout the country.

SACKS & ASSOCIATES, LLC is a Bridgewater, New Jersey based Financial Planning firm with nearly $176,745,527 assets under management, offering retirement planning & investment advisory services to 357 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	174909
SEC#	801-80934
Assets Managed by Firm	$176,745,527
No. of Clients	357
No. of Advisors	5

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	357	$176,745,527
Individuals (other than high net worth individuals)	301	$76,186,483
High net worth individuals	56	$100,559,044

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