|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| SAX Wealth Advisors LLC
✚
|
|
|---|---|
| CRD # | 119193 |
| SEC # | 801-68788 |
| CIK # | 0001846150 |
| AUM | $2.4 B (2025-07-02) |
| Employees | 39 (62% Investors, 0% Brokers) |
| Phone | 973-859-2199 |
| Address | 389 Interpace Parkway Parsippany, NJ 07054 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 21.2 | ||
| Microsoft Corp | 16.3 | ||
| Nvidia Corp | 13.8 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 557 | 0.3 |
| (b) Individuals (high net worth individuals) | 482 | 2.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 22 | 0.0 |
| (h) Charitable organizations | 7 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 18 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 3,685 | 2.4 |
| By Discretionary | ||
| Discretionary | 3,638 | 2.4 |
| Non-Discretionary | 47 | 0.1 |
| Total | 3,685 | 2.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.4 | |
| Total | 3,685 | 2.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001846150] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Granahan Investment Management LLC
✚
|
MA | 2.5 |
|
Silvant Capital Management LLC
✚
|
GA | 2.5 |
|
Michaud Capital Management LLC
✚
|
CO | 2.4 |
|
Redswan PC Inc
✚
|
TX | 2.4 |
|
Capstone Financial Advisors Inc
✚
|
IL | 2.4 |
|
ValueQuest Investment Advisors Private Ltd
✚
|
2.4 | |
|
Elevation Point Wealth Partners LLC
✚
|
CO | 2.4 |
|
Anchor Capital Advisors LLC
✚
|
MA | 2.4 |
|
Sarofim International Management Company LLC
✚
|
TX | 2.4 |
|
Abner Herrman & Brock LLC
✚
|
NJ | 2.4 |