# SACKS & ASSOCIATES, LLC

SACKS & ASSOCIATES, LLC of WARREN, NJ is an SEC-registered investment adviser.

## Registration

- CRD: 174909
- Type: SEC-registered investment adviser
- SEC file number: 801-80934
- Location: 152 LIBERTY CORNER ROAD, SUITE 204, WARREN, NJ, 07059
- Phone: 908-864-4950
- Latest filing: 2026-03-20
- Regulatory AUM: $212.8M
- Discretionary AUM: $174.7M
- Non-discretionary AUM: $38.1M
- Clients: 4
- Accounts: 362

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth, Pooled vehicles

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| Neil Jay Sacks | CHIEF COMPLIANCE OFFICER, MEMBER | — |
| SACKS MICHAEL JAY | CHIEF COMPLIANCE OFFICER, MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/174909/brochure
- Similar advisers: https://search.stillhousedata.com/firm/174909/similar
- Related entities: https://search.stillhousedata.com/firm/174909/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/174909

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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.