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GARDEN STATE INVESTMENT ADVISORY SERVICES, LLC

Business and Investment Profile

The GARDEN STATE INVESTMENT ADVISORY SERVICES, LLC is a privately held investment adviser that advises $673.81mn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. GARDEN STATE INVESTMENT ADVISORY SERVICES, LLC is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 125.14% over the last 5-years.

Regulatory Profile

The Group has been registered with the SEC for 12.28 years and is comprised of 1 filing and 0 relying advisers. They operate out of 4 office locations with their Headquarters at 328 NEWMAN SPRINGS ROAD, RED BANK, NEW JERSEY. The Group has been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.

Employee Profile

They have 32 employees comprised of 29 investment and 3 non-investment staff. The total number of Employees increased by 33.33% over the last 5-years.

Asset Profile

Their $673.81mn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 39 other accounts. Assets of Individuals clients own $341.51mn or 50.68% of Total Assets and High Net Worth Individuals own $313.24mn or 46.49% of Total Assets.

Investment Strategy Profile

The Group's top investment strategies include , representing of total assets, respectively.

Client Profile

They advise 4 types of clients, top clients are Individuals and High Net Worth Individuals.

Service Provider Profile

The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.

Fee Profile

The Group discloses fixed fees and management fees.

Sub-Advisers

GARDEN STATE INVESTMENT ADVISORY SERVICES, LLC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.

Full profile: GARDEN STATE INVESTMENT ADVISORY SERVICES, LLC

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Keywords: Garden State Investment Advisory Services, Garden, State
Generated 2026-09-12T06:50:04.0245054.  © 2026 Convergence.