Overview
Assets Under Management: $109 million
Headquarters: RED BANK, NJ
High-Net-Worth Clients: 63
Average Client Assets: $1.2 million
Frequently Asked Questions
GARDEN STATE RETIREMENT SPECIALISTS, 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 #128414), GARDEN STATE RETIREMENT SPECIALISTS, LLC is subject to fiduciary duty under federal law.
GARDEN STATE RETIREMENT SPECIALISTS, LLC is headquartered in RED BANK, NJ.
GARDEN STATE RETIREMENT SPECIALISTS, LLC serves 63 high-net-worth clients according to their SEC filing dated February 16, 2026. View client details ↓
According to their SEC Form ADV, GARDEN STATE RETIREMENT SPECIALISTS, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
GARDEN STATE RETIREMENT SPECIALISTS, LLC manages $109 million in client assets according to their SEC filing dated February 16, 2026.
According to their SEC Form ADV, GARDEN STATE RETIREMENT SPECIALISTS, 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
Clients
Number of High-Net-Worth Clients: 63
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 69.44%
Average Client Assets: $1.2 million
Total Client Accounts: 250
Discretionary Accounts: 200
Non-Discretionary Accounts: 50
Regulatory Filings
CRD Number: 128414
Filing ID: 2055072
Last Filing Date: 2026-02-16 16:29:02