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Building 2SAX WEALTH ADVISORS, LLC

Map pinPARSIPPANY, NJ
Phone973-859-2199
NotebookSEC #801-68788
Total AUM
$3.6B
Employees
39
Clients
1,655

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
389 INTERPACE PARKWAY
SUITE 3
PARSIPPANY
NJ 07054
United States
Operating Hours
9:00AM - 5:30PM
Monday - Friday
Phone
973-859-2199
Other Offices
9

ReceiptFinancials

Total AUM
$3.6B
Accounts
5,429
Discretionary
$3.5B
Accounts
5,359
Non-Discretionary
$110.5M
Accounts
70

ContactClients

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Individual Clients
881
AUM
$551.9M
HNW Individual Clients
715
AUM
$2.8B
Pension/Profit Sharing Plan Clients
23
AUM
$30.1M
Charitable Organization Clients
6
AUM
$27.7M
Corporation or Business Clients
30
AUM
$140.5M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOCTDCDEFLGAILINLAMAMDMEMINCNHNJNVNYOHORPARISCTNTXUTVAWAWV

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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