Sax Wealth Advisors, LLC

Sax Wealth Advisors, LLC (CRD# 119193) is a financial advisory firm headquartered in Parsippany, NJ. They manage $1,739,354,773 in 2,716 accounts and serve the financial needs of clients across 16 states (or territories).

Current Firm Details
389 Interpace Parkway, Suite 3, Parsippany, NJ 07054
https://www.linkedin.com/company/sax-wealth-advisors-llc/
By the Numbers
  • Total Assets Under Management
    1,739
    MILLION
  • Total Number of Accounts
    2,716
    ACCOUNTS
  • Average Account Value
    $640,410
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CT, FL, LA, MA, MD, ME, NC, NH, NJ, NY, PA, SC, TX, VA

Financial Advisors at Sax Wealth Advisors, LLC
Showing 11 - 13 of 13 top financial advisors.
11
Alexandra Hoff, financial advisor Parsippany NJ
Alexandra S. Hoff
CRD#: 7393234
389 Interpace Parkway, Suite 3, Parsippany, NJ 07054

Alexandra Hoff (CRD# 7393234) is an Investment Advisor Representative working at Sax Wealth Advisors, LLC in Parsippany, NJ and has over 2 years of experience in the finance industry.

12
Eric Seidman, financial advisor Parsippany NJ
Eric M. Seidman
CRD#: 5645730
389 Interpace Parkway, Suite 3, Parsippany, NJ 07054

Eric Seidman (CRD# 5645730) is an Investment Advisor Representative working at Sax Wealth Advisors, LLC in Parsippany, NJ and has over 14 years of experience in the finance industry.

13
Alexa Tambasco, financial advisor Parsippany NJ
Alexa Tambasco
CRD#: 7269200
389 Interpace Parkway, Suite 3, Parsippany, NJ 07054

Alexa Tambasco (CRD# 7269200) is an Investment Advisor Representative working at Sax Wealth Advisors, LLC in Parsippany, NJ and has 1 year of experience in the finance industry.

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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.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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