SAX WEALTH ADVISORS, LLC

389 Interpace Parkway
Suite 3
Parsippany, New Jersey 07054
Tel: 973-859-2199

About SAX WEALTH ADVISORS, LLC

SAX WEALTH ADVISORS, LLC, formally registered with the SEC as SAX WEALTH ADVISORS, LLC. The firm was established in 02/28/2008. They have over 10 offices throughout the country.

SAX WEALTH ADVISORS, LLC is a Parsippany, New Jersey based Financial Planning firm with nearly $2,440,851,802 assets under management, offering retirement planning & investment advisory services to 3685 clients. The firm is staffed with 39 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	119193
SEC#	801-68788
Assets Managed by Firm	$2,440,851,802
No. of Clients	3685
No. of Advisors	39

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	3685	$2,440,851,802
Individuals (other than high net worth individuals)	557	$321,269,005
High net worth individuals	482	$1,966,447,038
Pension and profit sharing plans	22	$20,506,611
Charitable organizations	7	$21,626,040
Corporations or other businesses	18	$111,003,108

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