SACKS & ASSOCIATES, LLC

BRIDGEWATER, New Jersey·1 registered advisor·CRD# 174909
SEC# 801-809340908-864-4950
01

Firm Overview

AUM
$177M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
03

Specialties

Financial PlanningInvestment ManagementWealth ManagementFee-Only Advisory
04

Advisors at SACKS & ASSOCIATES, LLC

1 registered advisor
Neil Jay Sacks
BRIDGEWATER, New Jersey
05

Office Locations

BRIDGEWATER, New Jersey
1 advisor

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Data sourced from SEC Form ADV filings. SACKS & ASSOCIATES, LLC (CRD# 174909) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.