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SACKS & ASSOCIATES, LLC
CRD 174909 · SEC 801-80934
152 LIBERTY CORNER ROAD, SUITE 204, WARREN, NJ, 07059, United States
Phone
908-864-4950
Fax
908-393-5814
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$212.8M
Discretionary AUM
$174.7M
Team
4 total employees; 3 advisory reps
Clients
101-250
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 77 | $27.3M |
| High net worth individuals | 66 | $185.5M |
| Pension/profit sharing plans | 1 | $24K |
States served
AZ, MD, NJ, NY, PA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD