Overview
Assets Under Management: $562 million
Headquarters: RED BANK, NJ
High-Net-Worth Clients: 112
Average Client Assets: $2 million
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