Garden State Investment Advisory Services, 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 March 31, 2026, reports $674M in regulatory assets under management, 32 employees, 4 offices, and 2,456 accounts.
Assets Under Management
$674M
Employees
32
Offices
4 offices
Total Clients
2,531
Primary office
RED BANK, NJ
328 NEWMAN SPRINGS ROAD, RED BANK, NJ, United States
Top client segmentIndividuals represent 92.5% of total clients.
Top client categories% of clientsClients
1
Individuals
92.5%
2,341
2
HNWI
6.0%
151
3
Corporations
1.0%
26
4
Pension Plans
0.5%
13
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$674Mas of March 31, 2026
Discretionary77.7%
$524M
78% of total RAUM77.7%
Non-discretionary22.3%
$150M
22% of total RAUM22.3%
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$674M
Total Accounts2,456
10Y AUM Change+$517M (+329.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees32
Clients per Employee79:1
10Y Employee Change+8 (+33.3%)
* 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.