GARDEN STATE INVESTMENT ADVISORY SERVICES, LLC

RED BANK, NJ

732-280-6886

SEC #801-79500

Total AUM

$673.8M

Employees

Clients

2,531

Firm overview

Client Breakdown by AUM

AUM previous 5 years

Smooth Smooth / Detailed

Business

Principal Address

328 NEWMAN SPRINGS ROAD
RED BANK
NJ 07701
United States

Operating Hours

9:00 A.M. - 5:00 P.M.
Monday - Friday

Phone

732-280-6886

Other Offices

Financials

Total AUM

$673.8M

Accounts

2,456

Discretionary

$523.7M

Accounts

1,912

Non-Discretionary

$150.1M

Accounts

544

Clients

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Individual Clients

2,341

AUM

$341.5M

HNW Individual Clients

151

AUM

$313.2M

Pension/Profit Sharing Plan Clients

AUM

$7.6M

Corporation or Business Clients

AUM

$11.5M

Services

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Services Offered

Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management

Compensation Types

Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Compliance

Disclosures

Other Regulator Order (Past 10 Years)Other Regulator Violation FindingSRO Discipline/Expulsion/SuspensionSRO Rule Violation

State Registrations

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Affiliates

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Affiliates

Reported 4 business affiliates.

Claimed Affiliates

Reported as an affiliate by 0 other businesses.