SAX WEALTH ADVISORS, LLC of PARSIPPANY, NJ is an SEC-registered investment adviser (CRD 119193). Regulatory assets under management: $3.6B.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| Kyle Robert Stawicki | MEMBER / MANAGING PARTNER | — |
| Trevor James Hodges | CHIEF COMPLIANCE OFFICER / CHIEF OPERATING OFFICER; CHIEF COMPLIANCE OFFICER / CHIEF OPPERATING OFFICER | — |
| Joseph Anthony Damiano | CEO (MANAGING MEMBER) | — |
| Leslie Weisz Vasvari | CHIEF INVESTMENT OFFICER | — |
| SHENKER MICHAEL JESSE | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER; PRINCIPAL; PRINCIPAL & CHIEF COMPLIANCE OFFICER | — |
| STAWICKI KYLE ROBERT | MEMBER / MANAGING PARTNER; MEMBER / MANAGING PARTNER / CHIEF COMPLIANCE OFFICER; MEMBER / PRINCIPAL / CHIEF COMPLIANCE OFFICER (+2 more) | — |
| Hodges Trevor James | CHIEF COMPLIANCE OFFICER / CHIEF OPPERATING OFFICER | — |
| Fund | Type | Formed | Owners | Gross asset value | Min investment |
|---|---|---|---|---|---|
| SAXWA STRATEGIC INCOME FUND, L.P. | Other Private Fund | Delaware | 1 | $19.3M | $100K |
| City | State | Employees | Phone |
|---|---|---|---|
| NEW YORK | NY | 3 | (212) 661-8640 |
| ANN ARBOR | MI | 2 | 734.761.6626 |
| EWING | NJ | 2 | (609) 737-6600 |
| RIDGEFIELD | CT | 1 | 203-438-1709 |
| SALT LAKE CITY | UT | 1 | 801-272-0902 |
| PONTE VEDRA | FL | 1 | 973-554-6023 |
| CONCORD | MA | 1 | 973-859-2199 |
| ROCKY RIVER | OH | 1 | 216-688-3737 |
| SAN DIEGO | CA | 1 | 858-798-5544 |