Sacks & Associates, LLC
● SEC registered since 2015CRD 174909SEC# 801-80934Warren, NJ
Reg. AUM
$212.8M
Employees
4
Accounts
362
Location
Warren, NJ
Sacks & Associates, LLC assets under management
Sacks & Associates, LLC is an investment advisory firm registered with the SEC based in Warren, NJ. The firm has been registered since 2015. It reports $212.8 million in regulatory assets under management and employs 4 people.
Sacks & Associates, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Neil Jay Sacks Control | Chief Compliance Officer, Member | Over 75% | 2008 |
Frequently asked questions
How much does Sacks & Associates, LLC manage?
Sacks & Associates, LLC reports $212.8 million in regulatory assets under management on its Form ADV.
How many employees does Sacks & Associates, LLC have?
Sacks & Associates, LLC reports 4 employees.
Where is Sacks & Associates, LLC located?
Sacks & Associates, LLC is based in Warren, NJ and has been SEC-registered since 2015.
Does Sacks & Associates, LLC disclose fund performance?
Sacks & Associates, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 152 Liberty Corner Road, Suite 204, Warren, NJ 07059 |
| Phone | 908-864-4950 |
| Fax | 908-393-5814 |
| Office hours | 9:00 a.m. To 4:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$212.8M▲ 9%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 73%
Larger than 27% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$212.8Mregulatory AUM
Discretionary $174.7MNon-discretionary $38.1M