Garden State Investment Advisory Services LLC

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Garden State Investment Advisory Services LLC
✚
CRD #133088
SEC #801-79500
CIK #0001965351
AUM 673.8 M (2026-03-31)
Employees 32 (91% Investors, 91% Brokers)
Fees
Minimum
Phone732-280-6886
Address328 Newman Springs Road
Red Bank, NJ 07701
Source [IAPD] [EDGAR] [Website]
Total AUM ($M)
70056042028014002010201520212027
Sector Form 13F Holdings Value ($M)
Nvidia Corp 18.5
Palantir Technologies Inc 17.5
Amazon Com Inc 13.7
Facebook Inc 11.5
Apple Inc 10.4
Advanced Micro Devices Inc 9.0
Broadcom Inc 8.0
Microsoft Corp 5.3
Alphabet Inc 4.2
Alphabet Inc 4.2
Holdings by Sector ($M)
50040030020010002022202320252027
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 2,341 341.5
(b) Individuals (high net worth individuals) 151 313.2
(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 13 7.6
(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 26 11.5
(n) Other 0 0.0
Total 2,456 673.8
By Discretionary
Discretionary 1,912 523.7
Non-Discretionary 544 150.1
Total 2,456 673.8
By Non-United States Persons
Non-United States Persons 4.7
United States Persons 669.1
Total 2,456 673.8
EDGAR Form CIK 2011 - 2026
13F-HR [0001965351]
Firm Profile (Form ADV)
Discretionary AUM$0.0B
ServesInstitutional, Retail, Research
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