Overview
Assets Under Management: $562 million
Headquarters: RED BANK, NJ
High-Net-Worth Clients: 112
Average Client Assets: $2 million
Frequently Asked Questions
GARDEN STATE INVESTMENT ADVISORY SERVICES, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #133088), GARDEN STATE INVESTMENT ADVISORY SERVICES, LLC is subject to fiduciary duty under federal law.
GARDEN STATE INVESTMENT ADVISORY SERVICES, LLC is headquartered in RED BANK, NJ.
GARDEN STATE INVESTMENT ADVISORY SERVICES, LLC serves 112 high-net-worth clients according to their SEC filing dated March 31, 2025. View client details ↓
According to their SEC Form ADV, GARDEN STATE INVESTMENT ADVISORY SERVICES, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, selection of other advisors, and educational seminars and workshops. View all service details ↓
GARDEN STATE INVESTMENT ADVISORY SERVICES, LLC manages $562 million in client assets according to their SEC filing dated March 31, 2025.
According to their SEC Form ADV, GARDEN STATE INVESTMENT ADVISORY SERVICES, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 112
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 44.67
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 2,122
Discretionary Accounts: 1,788
Non-Discretionary Accounts: 334
Regulatory Filings
CRD Number: 133088
Filing ID: 1966774
Last Filing Date: 2025-03-31 11:32:00
Website: https://gardenstatesecurities.com