Sax Wealth Advisors is an investment advisor in Parsippany with $1.29 bn assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
223645620
SEC advisor number
801-68788
FINRA CRD number
119193
AUM ?
$1.29 bn
(as of 25 May 23)
Accounts
2,664
(as of 25 May 23)
Employees
13
(13 investment advisory or research)
Office hours
Monday - Friday, 9:00AM - 5:30PM
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Sax LLP | Owner | 02/1999 | > 75% |
Stawicki, Kyle, Robert | Member / Principal / Chief Compliance Officer | 01/2015 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
13 May 24
13F-HR
Quarterly holdings report by institutional manager
14 Feb 24
13F-HR
Quarterly holdings report by institutional manager
7 Nov 23
13F-HR
Quarterly holdings report by institutional manager
10 Aug 23
13F-HR
Quarterly holdings report by institutional manager
5 May 23
13F-HR
Quarterly holdings report by institutional manager
6 Feb 23
13F-HR
Quarterly holdings report by institutional manager
8 Nov 22
13F-HR
Quarterly holdings report by institutional manager
11 Aug 22
13F-HR/A
Quarterly holdings report by institutional manager (amended)
11 Aug 22
13F-HR
Quarterly holdings report by institutional manager
20 Apr 22