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GARDEN STATE RETIREMENT SPECIALISTS, LLC
CRD 128414 · SEC 801-134796
27 WEST STREET, SUITE 16, WALL STREET CORPORATE CENTER, RED BANK, NJ, 07701, United States
Phone
732-936-9641
Fax
732-576-8580
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$109.3M
Discretionary AUM
$86.4M
Team
3 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 89 | $33.4M |
| High net worth individuals | 63 | $75.9M |
States served
NJ, NY, FL
Official SEC filing: View on IAPD