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Sacks & Associates, LLC

● SEC registered since 2015CRD 174909SEC# 801-80934Bridgewater, NJ
Export (members)
Reg. AUM
$196.1M
Employees
5
Accounts
365
Location
Bridgewater, NJ

Sacks & Associates, LLC assets under management

Sacks & Associates, LLC is an investment advisory firm registered with the SEC based in Bridgewater, NJ. The firm has been registered since 2015. It reports $196.1 million in regulatory assets under management and employs 5 people.
www.facebook.com/sacksassociatesView on SEC.gov ↗

Sacks & Associates, LLC owners & executives

1 reported
NameTitleOwnershipSince
Neil Jay Sacks ControlChief Compliance Officer, MemberOver 75%2008

Frequently asked questions

How much does Sacks & Associates, LLC manage?

Sacks & Associates, LLC reports $196.1 million in regulatory assets under management on its Form ADV.

How many employees does Sacks & Associates, LLC have?

Sacks & Associates, LLC reports 5 employees.

Where is Sacks & Associates, LLC located?

Sacks & Associates, LLC is based in Bridgewater, NJ and has been SEC-registered since 2015.

Does Sacks & Associates, LLC disclose fund performance?

Sacks & Associates, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1160 Route 22 East, Suite 204, Bridgewater, NJ 08807
Phone908-864-4950
Fax908-393-5814
Office hours9:00 a.m. To 4:00 p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$161.6M
Non-discretionary$34.5M
Total (RAUM)$196.1M