Sacks & Associates, LLC

Sacks & Associates, LLC (CRD# 174909) is a financial advisory firm headquartered in Bridgewater, NJ. They manage $103,266,347 in 387 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    103
    MILLION
  • Total Number of Accounts
    387
    ACCOUNTS
  • Average Account Value
    $266,838
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NJ

Financial Advisors at Sacks & Associates, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Edgar G. Lara
CRD#: 3241195
1160 Route 22 East, Bridgewater, NJ 08807
93
Wealthminder
score

Edgar Lara (CRD# 3241195) is an Investment Advisor Representative working at Sacks & Associates, LLC in Bridgewater, NJ and has over 11 years of experience in the finance industry.

2
Jaime D. Young
CRD#: 4458645
1160 Route 22 East, Bridgewater, NJ 08807
93
Wealthminder
score

Jaime Young (CRD# 4458645) is an Investment Advisor Representative working at Sacks & Associates, LLC in Bridgewater, NJ and has over 14 years of experience in the finance industry.

3
Neil J. Sacks
CRD#: 864757
1160 Route 22 East, Bridgewater, NJ 08807
63
Wealthminder
score

Neil Sacks (CRD# 864757) is an Investment Advisor Representative working at Sacks & Associates, LLC in Bridgewater, NJ and has over 25 years of experience in the finance industry.

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