1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2GARDEN STATE RETIREMENT SPECIALISTS, LLC

Map pinRED BANK, NJ
Phone732-936-9641
NotebookSEC #801-134796
Total AUM
$109.3M
Employees
3
Clients
152

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
27 WEST STREET, SUITE 16
WALL STREET CORPORATE CENTER
RED BANK
NJ 07701
United States
Operating Hours
9 A.M - 5 P.M.
Monday - Friday
Phone
732-936-9641

ReceiptFinancials

Total AUM
$109.3M
Accounts
250
Discretionary
$86.4M
Accounts
200
Non-Discretionary
$22.9M
Accounts
50

ContactClients

View more in analytics →

Individual Clients
89
AUM
$33.4M
HNW Individual Clients
63
AUM
$75.9M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNJNY

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account