PERSONAL FINANCIAL SPECIALISTS

PERSONAL FINANCIAL SPECIALISTS of CEDAR KNOLLS, NJ is an SEC-registered investment adviser (CRD 128736). Regulatory assets under management: $610K.

Registration

• CRD: 128736
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 128736 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search