# PERSONAL FINANCIAL SPECIALISTS

PERSONAL FINANCIAL SPECIALISTS of CEDAR KNOLLS, NJ is an SEC-registered investment adviser.

## Registration

- CRD: 128736
- Type: SEC-registered investment adviser
- Location: 14 RIDGEDALE AVE, CEDAR KNOLLS, NJ, 07927
- Phone: 973-575-5909
- Latest filing: 2026-01-04
- Regulatory AUM: $610K
- Non-discretionary AUM: $610K
- Clients: 3
- Accounts: 1

## Business model

- Compensation: % of AUM
- Clients served: High net worth, Pensions

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/128736/brochure
- Similar advisers: https://search.stillhousedata.com/firm/128736/similar
- Related entities: https://search.stillhousedata.com/firm/128736/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/128736

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.