|
⚲
|
| Sacks & Associates LLC
✚
|
|
|---|---|
| CRD # | 174909 |
| SEC # | 801-80934 |
| CIK # | |
| AUM | $176.7 MM (2024-02-16) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 908-864-4950 |
| Address | 1160 Route 22 East Bridgewater, NJ 08807 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 301 | 76.2 |
| (b) Individuals (high net worth individuals) | 56 | 100.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 357 | 176.7 |
| By Discretionary | ||
| Discretionary | 274 | 143.7 |
| Non-Discretionary | 83 | 33.0 |
| Total | 357 | 176.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 176.7 | |
| Total | 357 | 176.7 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Decisionmap Wealth Management LLC
✚
|
VA | 0.2 |
|
Millares Asset Management LLC
✚
|
FL | 0.2 |
|
Challenger Wealth Management
✚
|
CA | 0.2 |
|
Pacific Wealth Strategies Group Inc
✚
|
CA | 0.2 |
|
Genesis Wealth Advisors LLC
✚
|
MA | 0.2 |
|
International Private Wealth Advisors LLC
✚
|
CA | 0.2 |
|
Lumina Wealth Management LLC
✚
|
NC | 0.2 |
|
Cannon Wealth Management Services LLC
✚
|
NC | 0.2 |
|
Forbes Financial Planning Inc
✚
|
RI | 0.2 |
|
iTrust Asset Management LLC
✚
|
KY | 0.2 |