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GARDEN STATE INVESTMENT ADVISORY SERVICES, LLC
CRD 133088 · SEC 801-79500
328 NEWMAN SPRINGS ROAD, RED BANK, NJ, 07701, United States
Phone
732-280-6886
Fax
732-556-0977
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$673.8M
Discretionary AUM
$523.7M
Team
32 total employees; 29 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 2341 | $341.5M |
| High net worth individuals | 151 | $313.2M |
| Pension/profit sharing plans | 13 | $7.6M |
| Corporations/business entities | 26 | $11.5M |
States served
VT, AL, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, OH, OK, OR, PA, RI, SC, TN, UT, VA, WV, WI, WY, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD