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GARDEN STATE INVESTMENT ADVISORY SERVICES, LLC

328 Newman Springs Road
Red Bank, New Jersey 07701
Tel: 732-280-6886

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About GARDEN STATE INVESTMENT ADVISORY SERVICES, LLC

GARDEN STATE INVESTMENT ADVISORY SERVICES, LLC, formally registered with the SEC as GARDEN STATE INVESTMENT ADVISORY SERVICES, LLC. The firm was established in 04/23/2014. They have over 4 offices throughout the country.

GARDEN STATE INVESTMENT ADVISORY SERVICES, LLC is a Red Bank, New Jersey based Financial Planning firm with nearly $445,630,897 assets under management, offering retirement planning & investment advisory services to 1904 clients. The firm is staffed with 27 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#133088
SEC#801-79500
Assets Managed by Firm$445,630,897
No. of Clients1904
No. of Advisors27

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
  • Selection for other advisors
  • Education seminars/workshops

Firm Client Information

No. of ClientsAUM
Firm Total1904$445,630,897
Individuals (other than high net worth individuals)1787$255,929,534
High net worth individuals95$183,425,208
Pension and profit sharing plans22$6,276,155

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