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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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|---|---|---|---|
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