Overview
Assets Under Management: $2.4 billion
Headquarters: PARSIPPANY, NJ
High-Net-Worth Clients: 482
Average Client Assets: $4 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 482
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 80.56
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 3,685
Discretionary Accounts: 3,638
Non-Discretionary Accounts: 47
Regulatory Filings
CRD Number: 119193
Filing ID: 2001244
Last Filing Date: 2025-07-02 09:10:00
Website: https://saxwa.com