| As of Date | 11/21/2025 |
| Registration status | Registration Changed to GARDEN STATE RETIREMENT SPECIALISTS, LLC |
| ADV Location | RED BANK, NJ, United States |
| Contact Info | 732 xxxxxxx |
| AUM* | 103,607,735 27% |
| of that, discretionary | 83,433,633 25% |
| Number of Employees | 3 |
| of those in investment advisory functions | 2 100% |
| Private Fund GAV* | 0 |
| Avg Account Size | 421,170 22% |
| % High Net Worth | 40.41% 7% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Selection of other advisers
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds