RIA Intel›Advisers›New Jersey›GARDEN STATE INVESTMENT ADVISORY SERVICES, LLC

GARDEN STATE INVESTMENT ADVISORY SERVICES, LLC

Advisory

N·RED BANK, NJ

Data as of Mar 31, 2026 · Source: SEC Form ADV

Total AUM
$674M
1-Year AUM Growth
-7.9%
3-Year CAGR
+14.2%
Employees
29
Assets Under Management
Total AUM$674M
Discretionary AUM$524M
Non-Discretionary AUM$150M
Discretionary %77.7%
Total Clients2,122
Team
Total Employees29
Investment Advisers32
Employee Growth (1Y)+8.0%
Filing History
Total Filings on Record22
First FilingMar 27, 2014
Latest FilingMar 31, 2026
🔒 Full AUM trend chart and 22 historical filings spanning 12+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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