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| Garden State Investment Advisory Services LLC
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| |
|---|---|
| CRD # | 133088 |
| SEC # | 801-79500 |
| CIK # | 0001965351 |
| AUM | $445.6 MM (2024-03-30) |
| Employees | 27 (100% Investors, 96% Brokers) |
| Phone | 732-280-6886 |
| Address | 328 Newman Springs Road Red Bank, NJ 07701 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 12.7 | |
| NVDA | 399,550.0 | 11.1 | |
| AMZN | 1,092,997.8 | 10.8 | |
| META | 434,852.0 | 7.9 | |
| MSFT | 1,918,222.4 | 5.8 | |
| GOOG | 1,482,566.4 | 2.6 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,787 | 255.9 |
| (b) Individuals (high net worth individuals) | 95 | 183.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 22 | 6.3 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,904 | 445.6 |
| By Discretionary | ||
| Discretionary | 1,541 | 343.2 |
| Non-Discretionary | 363 | 102.4 |
| Total | 1,904 | 445.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 4.3 | |
| United States Persons | 441.3 | |
| Total | 1,904 | 445.6 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001965351] |
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|---|---|---|
|
Fiduciary Wealth Management LLC
✚
|
VA | 0.5 |
|
BCU Wealth Advisors LLC
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|
IL | 0.4 |
|
Riggs Asset Management Co Inc
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PA | 0.4 |
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Harpswell Capital Advisors LLC
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ME | 0.4 |
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Milestone Asset Management LLC
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PA | 0.4 |
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REAP Financial Group LLC
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TX | 0.4 |
|
Weinand Financial Inc
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|
WA | 0.4 |
|
Avivar Capital LLC
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|
CA | 0.4 |
|
Shakespeare Wealth Management LLC
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|
WI | 0.4 |
|
Prentiss Smith & Company Inc
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|
VT | 0.4 |