SACKS & ASSOCIATES, LLC

SACKS & ASSOCIATES, LLC of WARREN, NJ is an SEC-registered investment adviser (CRD 174909). Regulatory assets under management: $212.8M.

Registration

• CRD: 174909
• SEC file number: 801-80934
• Type: Registered investment adviser
• 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)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 174909 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search