Sacks & Associates, LLC

Sacks & Associates, LLC (CRD# 174909) is a financial advisory firm headquartered in Bridgewater, NJ. They manage $117,416,359 in 356 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
1160 Route 22 East, Bridgewater, NJ 08807
http://www.sacks-associates.com
By the Numbers
  • Total Assets Under Management
    117
    MILLION
  • Total Number of Accounts
    356
    ACCOUNTS
  • Average Account Value
    $329,821
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 - 4 of 4 top financial advisors.
1
Edgar Lara, financial advisor Bridgewater NJ
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 13 years of experience in the finance industry.

2
Jaime Young, financial advisor Bridgewater NJ
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 15 years of experience in the finance industry.

3
Lloyd Sacks, financial advisor Bridgewater NJ
Lloyd A. Sacks
CRD#: 6552146
1160 Route 22 East, Bridgewater, NJ 08807
88
Wealthminder
score

Lloyd Sacks (CRD# 6552146) is an Investment Advisor Representative working at Sacks & Associates, LLC in Bridgewater, NJ and has over 2 years of experience in the finance industry.

4
Neil Sacks, financial advisor Bridgewater NJ
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 26 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

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