RED BANK, NJCRD 128414Latest ADV February 16, 2026
Garden State Retirement Specialists, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Red Bank, NJ. Its latest Form ADV filing, dated February 16, 2026, reports $109M in regulatory assets under management, 3 employees, and 250 accounts.
Assets Under Management
$109M
Employees
3
Offices
--
Total Clients
152
Primary office
RED BANK, NJ
27 WEST STREET, SUITE 16, WALL STREET CORPORATE CENTER, RED BANK, NJ, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 58.6% of total clients.
Top client categories% of clientsClients
1
Individuals
58.6%
89
2
HNWI
41.4%
63
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$109Mas of February 16, 2026
Discretionary79.0%
$86M
79% of total RAUM79.0%
Non-discretionary21.0%
$23M
21% of total RAUM21.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$109M
Total Accounts250
10Y AUM Change+$6M (+5.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee51:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.