Sacks & Associates, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Warren, NJ. Its latest Form ADV filing, dated March 20, 2026, reports $213M in regulatory assets under management, 4 employees, and 362 accounts.
Assets Under Management
$213M
Employees
4
Offices
--
Total Clients
144
Primary office
WARREN, NJ
152 LIBERTY CORNER ROAD, SUITE 204, WARREN, NJ, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 53.5% of total clients.
Top client categories% of clientsClients
1
Individuals
53.5%
77
2
HNWI
45.8%
66
3
Pension Plans
0.7%
1
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$213Mas of March 20, 2026
Discretionary82.1%
$175M
82% of total RAUM82.1%
Non-discretionary17.9%
$38M
18% of total RAUM17.9%
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.
Total AUM$213M
Total Accounts362
10Y AUM Change+$95M (+81.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee36:1
10Y Employee Change-2 (-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.