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| Garden State Investment Advisory Services LLC
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|---|---|
| CRD # | 133088 |
| SEC # | 801-79500 |
| CIK # | 0001965351 |
| AUM | $561.5 M (2025-03-31) |
| Employees | 32 (100% Investors, 97% Brokers) |
| Phone | 732-280-6886 |
| Address | 328 Newman Springs Road Red Bank, NJ 07701 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 17.2 | ||
| Facebook Inc | 12.6 | ||
| Amazon Com Inc | 12.5 | ||
| Apple Inc | 10.9 | ||
| Palantir Technologies Inc | 10.5 | ||
| Microsoft Corp | 6.3 | ||
| Broadcom Inc | 5.4 | ||
| Netflix Inc | 4.4 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,976 | 294.2 |
| (b) Individuals (high net worth individuals) | 112 | 250.9 |
| (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 | 11 | 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 | 23 | 10.1 |
| (n) Other | 0 | 0.0 |
| Total | 2,122 | 561.5 |
| By Discretionary | ||
| Discretionary | 1,788 | 457.7 |
| Non-Discretionary | 334 | 103.8 |
| Total | 2,122 | 561.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 4.8 | |
| United States Persons | 556.7 | |
| Total | 2,122 | 561.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001965351] |
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|---|---|---|
|
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NJ | 0.6 |
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