|
⚲
|
| Garden State Retirement Specialists LLC
✚
|
|
|---|---|
| CRD # | 128414 |
| SEC # | 801-134796 |
| CIK # | |
| AUM | $109.3 M (2026-02-16) |
| Employees | 3 (67% Investors, 67% Brokers) |
| Phone | 732-936-9641 |
| Address | 27 West Street, Suite 16 Red Bank, NJ 07701 |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 89 | 33.4 |
| (b) Individuals (high net worth individuals) | 63 | 75.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 250 | 109.3 |
| By Discretionary | ||
| Discretionary | 200 | 86.4 |
| Non-Discretionary | 50 | 22.9 |
| Total | 250 | 109.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 109.3 | |
| Total | 250 | 109.3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Oxford Wealth Management LLC
✚
|
UT | 0.1 |
|
Simcoe Capital LLC
✚
|
WA | 0.1 |
|
Wealthshape LLC
✚
|
CT | 0.1 |
|
Afton Advisors LLC
✚
|
0.1 | |
|
Ingram Advisory Services LLC
✚
|
FL | 0.1 |
|
Fairlight Advisors LLC
✚
|
CA | 0.1 |
|
Aspire Advisors LLC
✚
|
NY | 0.1 |
|
Partners Capital Services Inc
✚
|
NY | 0.1 |
|
A Better Way Financial LLC
✚
|
PA | 0.1 |
|
Pavlic Investment Advisors Inc
✚
|
WI | 0.1 |