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Building 2SACKS & ASSOCIATES, LLC

Map pinWARREN, NJ
Phone908-864-4950
NotebookSEC #801-80934
Total AUM
$212.8M
Employees
4
Clients
144

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
152 LIBERTY CORNER ROAD
SUITE 204
WARREN
NJ 07059
United States
Operating Hours
9:00 AM TO 4:00 PM
Monday - Friday
Phone
908-864-4950

ReceiptFinancials

Total AUM
$212.8M
Accounts
362
Discretionary
$174.7M
Accounts
291
Non-Discretionary
$38.1M
Accounts
71

ContactClients

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Individual Clients
77
AUM
$27.3M
HNW Individual Clients
66
AUM
$185.5M
Pension/Profit Sharing Plan Clients
1
AUM
$23.8K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZFLMDNJNYPATX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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