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| Garden State Investment Advisory Services LLC
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|---|---|
| CRD # | 133088 |
| SEC # | 801-79500 |
| CIK # | 0001965351 |
| AUM | $673.8 M (2026-03-31) |
| Employees | 32 (91% Investors, 91% Brokers) |
| Phone | 732-280-6886 |
| Address | 328 Newman Springs Road Red Bank, NJ 07701 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| Nvidia Corp | 18.5 | |
| Palantir Technologies Inc | 17.5 | |
| Amazon Com Inc | 13.7 | |
| Facebook Inc | 11.5 | |
| Apple Inc | 10.4 | |
| Advanced Micro Devices Inc | 9.0 | |
| Broadcom Inc | 8.0 | |
| Microsoft Corp | 5.3 | |
| Alphabet Inc | 4.2 | |
| Alphabet Inc | 4.2 |
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,341 | 341.5 |
| (b) Individuals (high net worth individuals) | 151 | 313.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 13 | 7.6 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 26 | 11.5 |
| (n) Other | 0 | 0.0 |
| Total | 2,456 | 673.8 |
| By Discretionary | ||
| Discretionary | 1,912 | 523.7 |
| Non-Discretionary | 544 | 150.1 |
| Total | 2,456 | 673.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 4.7 | |
| United States Persons | 669.1 | |
| Total | 2,456 | 673.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001965351] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
van Den Berg Management I Inc
✚
|
TX | 0.7 |
|
Financial Strategies Group Inc
✚
|
MI | 0.7 |
|
Rockport Wealth LLC
✚
|
OH | 0.7 |
|
Summit Wealth Partners LLC
✚
|
FL | 0.7 |
|
RDA Financial Network Inc
✚
|
IA | 0.7 |
|
New England Capital Financial Advisors LLC
✚
|
CT | 0.7 |
|
Harvest Financial Advisors LLC
✚
|
OH | 0.7 |
|
Beck Bode LLC
✚
|
MA | 0.7 |
|
BCWM LLC
✚
|
KS | 0.7 |
|
America First Investment Advisors LLC
✚
|
NE | 0.7 |