328 Newman Springs Road
Red Bank, New Jersey 07701
Tel: 732-280-6886
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.
SEC Current Status | Approved |
---|---|
Firm CRD# | 133088 |
SEC# | 801-79500 |
Assets Managed by Firm | $445,630,897 |
No. of Clients | 1904 |
No. of Advisors | 27 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 1904 | $445,630,897 |
Individuals (other than high net worth individuals) | 1787 | $255,929,534 |
High net worth individuals | 95 | $183,425,208 |
Pension and profit sharing plans | 22 | $6,276,155 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$1,014,741,753,029 | 1021 | 1705 | |
$702,387,082,915 | 1093486 | 12701 | |
$691,908,159,462 | 1840565 | 61 | |
$499,516,358,508 | 637 | 925 | |
$458,191,510,749 | 46332 | 1483 |
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