|
⚲
|
| SAX Wealth Advisors LLC
✚
|
|
|---|---|
| CRD # | 119193 |
| SEC # | 801-68788 |
| CIK # | 0001846150 |
| AUM | $1.7 BB (2024-07-30) |
| Employees | 23 (65% Investors, 0% Brokers) |
| Phone | 973-859-2199 |
| Address | 389 Interpace Parkway Parsippany, NJ 07054 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 11.5 | |
| MSFT | 1,918,222.4 | 10.9 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 444 | 205.1 |
| (b) Individuals (high net worth individuals) | 349 | 1,423.0 |
| (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 | 19 | 14.5 |
| (h) Charitable organizations | 7 | 21.0 |
| (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 | 16 | 75.7 |
| (n) Other | 0 | 0.0 |
| Total | 2,716 | 1,739.4 |
| By Discretionary | ||
| Discretionary | 2,676 | 1,705.7 |
| Non-Discretionary | 40 | 33.6 |
| Total | 2,716 | 1,739.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,739.4 | |
| Total | 2,716 | 1,739.4 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001846150] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Foundry Partners LLC
✚
|
OH | 1.8 |
|
CFM Advisors Inc
✚
|
NY | 1.7 |
|
Resonant Capital Advisors LLC
✚
|
WI | 1.7 |
|
YHB Investment Advisors Inc
✚
|
CT | 1.7 |
|
McAdam LLC
✚
|
PA | 1.7 |
|
Boston Family Office LLC
✚
|
MA | 1.7 |
|
First Citizens Investor Services Inc
✚
|
NC | 1.7 |
|
Pinnacle Wealth Planning Services Inc
✚
|
OH | 1.7 |
|
Advisory Services & Investments LLC
✚
|
OR | 1.7 |
|
Advocacy Wealth Management LLC
✚
|
GA | 1.7 |