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| Keyboard |
| Sacks & Associates LLC
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|---|---|
| CRD # | 174909 |
| SEC # | 801-80934 |
| CIK # | |
| AUM | 212.8 M (2026-03-20) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 908-864-4950 |
| Address | 152 Liberty Corner Road Warren, NJ 07059 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 77 | 27.3 |
| (b) Individuals (high net worth individuals) | 66 | 185.5 |
| (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 | 1 | 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 | 362 | 212.8 |
| By Discretionary | ||
| Discretionary | 291 | 174.7 |
| Non-Discretionary | 71 | 38.1 |
| Total | 362 | 212.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.5 | |
| United States Persons | 212.3 | |
| Total | 362 | 212.8 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Daniels & Erickson Financial Advisors LLC
✚
|
TX | 213.6 M |
|
Argyle Capital Partners LLC
✚
|
CA | 213.6 M |
|
Gunn & Company Investment Management Inc
✚
|
FL | 213.5 M |
|
Signal Tree Financial Partners LLC
✚
|
OH | 213.4 M |
|
MIAI Inc
✚
|
TX | 213.3 M |
|
Dominguez Wealth Management Solutions Inc
✚
|
VA | 213.1 M |
|
JE Simmons & Co PC
✚
|
TX | 213.1 M |
|
AIFG Consultants Ltd
✚
|
NY | 213.0 M |
|
BCK Partners Inc
✚
|
NY | 212.7 M |
|
Sackett Wealth Advisors Inc
✚
|
CA | 212.3 M |