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Garden State Retirement Specialists, LLC

EST. AUM
$109,308,243

CONTACTS
1

CLIENT ACCOUNTS
250

Firm Details

Metro area New York City
CRD Number 128414
Website n
Client types

Overview

Garden State Retirement Specialists, LLC is a New Jersey–based investment advisory firm registered with the SEC under CRD Number 128414. The firm operates from its principal office in Red Bank, delivering advisory and portfolio-management services to individuals, including both standard and high-net-worth clients. It provides discretionary and non-discretionary management, financial planning services, pension consulting, and participation in wrap-fee programs as a portfolio manager. The firm manages over $103 million in regulatory assets across a range of investment types, including equities, bonds, and registered investment company securities. Its compensation structure includes asset-based fees, fixed fees, commissions, and other permitted arrangements, with all services conducted under its established regulatory and compliance framework.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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