Active
SAX WEALTH ADVISORS, LLC
Investment Advice|PARSIPPANY, NJ
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$2.4B
Total AUM
| Category | Value |
|---|---|
| Discretionary | 2.4B |
| Non-Discretionary | 52.8M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 119193 |
| SEC Number | 801-68788 |
| Street Address | 389 INTERPACE PARKWAY |
| Street Address 2 | SUITE 3 |
| Location | PARSIPPANY, NJ 07054 |
| Country | United States |
| Phone | 973-859-2199 |
| Fax | 973-859-2166 |
| Total Employees | 39 |
Client Count by Type (1,086 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 557 |
| High Net Worth Individual… | 482 |
| Pension/Profit Sharing Pl… | 22 |
| Corporations/Businesses | 18 |
| Charitable Organizations | 7 |
Community Partners
BOROUGH OF BUTLER
BOROUGH OF CHATHAM
BOROUGH OF CHESTER
BOROUGH OF FLORHAM PARK
BOROUGH OF KINNELON
BOROUGH OF LINCOLN PARK
BOROUGH OF MADISON
BOROUGH OF MENDHAM
BOROUGH OF MORRIS PLAINS
BOROUGH OF MOUNTAIN LAKES
BOROUGH OF MOUNT ARLINGTON
BOROUGH OF NETCONG
BOROUGH OF RIVERDALE
BOROUGH OF ROCKAWAY
BOROUGH OF VICTORY GARDENS
BOROUGH OF WHARTON
COUNTY OF MORRIS
TOWN OF BOONTON
TOWN OF DOVER
TOWN OF MORRISTOWN
BOROUGH OF BUTLER
BOROUGH OF CHATHAM
BOROUGH OF CHESTER
BOROUGH OF FLORHAM PARK
BOROUGH OF KINNELON
BOROUGH OF LINCOLN PARK
BOROUGH OF MADISON
BOROUGH OF MENDHAM
BOROUGH OF MORRIS PLAINS
BOROUGH OF MOUNTAIN LAKES
BOROUGH OF MOUNT ARLINGTON
BOROUGH OF NETCONG
BOROUGH OF RIVERDALE
BOROUGH OF ROCKAWAY
BOROUGH OF VICTORY GARDENS
BOROUGH OF WHARTON
COUNTY OF MORRIS
TOWN OF BOONTON
TOWN OF DOVER
TOWN OF MORRISTOWN
BOROUGH OF BUTLER
BOROUGH OF CHATHAM
BOROUGH OF CHESTER
BOROUGH OF FLORHAM PARK
BOROUGH OF KINNELON
BOROUGH OF LINCOLN PARK
BOROUGH OF MADISON
BOROUGH OF MENDHAM
BOROUGH OF MORRIS PLAINS
BOROUGH OF MOUNTAIN LAKES
BOROUGH OF MOUNT ARLINGTON
BOROUGH OF NETCONG
BOROUGH OF RIVERDALE
BOROUGH OF ROCKAWAY
BOROUGH OF VICTORY GARDENS
BOROUGH OF WHARTON
COUNTY OF MORRIS
TOWN OF BOONTON
TOWN OF DOVER
TOWN OF MORRISTOWN
Municipal Government
40 Active
40
Organizations
BOARD OF FIRE COMMISSIONERS FIRE FIRST AID FIRE DISTRICT 3
FLORHAM PARK BOROUGH OF
HANOVER TOWNSHIP FIRE DISTRICT 2
HANOVER TOWNSHIP FIRE DISTRICT 3
HAN TOWNSHIP FIRE DIST 2
MONTVILLE TOWNSHIP FIRE DISTRICT 1
MONTVILLE TOWNSHIP FIRE DISTRICT 2
MONTVILLE TOWNSHIP FIRE DISTRICT 3
MORRIS COUNTY PARK COMMISSION
MORRIS COUNTY SOIL CONSERVATION DISTRICT
MUSCONETCONG SEWERAGE AUTHORITY
NEW JERSEY PUBLIC POWER AUTHORITY
PARKING AUTHORITY OF THE TOWN OF MORRISTOWN
PARSIPPANY TROY HILLS BOARD OF FIRE
PARSIPPANY-TROY HILLS TOWNSHIP FIRE DISTRICT 1
PARSIPPANY-TROY HILLS TOWNSHIP FIRE DISTRICT 2
PARSIPPANY-TROY HILLS TOWNSHIP FIRE DISTRICT 3
PARSIPPANY-TROY HILLS TOWNSHIP FIRE DISTRICT 4
PARSIPPANY-TROY HILLS TOWNSHIP FIRE DISTRICT 5
PARSIPPANY-TROY HILLS TOWNSHIP FIRE DISTRICT 6
BOARD OF FIRE COMMISSIONERS FIRE FIRST AID FIRE DISTRICT 3
FLORHAM PARK BOROUGH OF
HANOVER TOWNSHIP FIRE DISTRICT 2
HANOVER TOWNSHIP FIRE DISTRICT 3
HAN TOWNSHIP FIRE DIST 2
MONTVILLE TOWNSHIP FIRE DISTRICT 1
MONTVILLE TOWNSHIP FIRE DISTRICT 2
MONTVILLE TOWNSHIP FIRE DISTRICT 3
MORRIS COUNTY PARK COMMISSION
MORRIS COUNTY SOIL CONSERVATION DISTRICT
MUSCONETCONG SEWERAGE AUTHORITY
NEW JERSEY PUBLIC POWER AUTHORITY
PARKING AUTHORITY OF THE TOWN OF MORRISTOWN
PARSIPPANY TROY HILLS BOARD OF FIRE
PARSIPPANY-TROY HILLS TOWNSHIP FIRE DISTRICT 1
PARSIPPANY-TROY HILLS TOWNSHIP FIRE DISTRICT 2
PARSIPPANY-TROY HILLS TOWNSHIP FIRE DISTRICT 3
PARSIPPANY-TROY HILLS TOWNSHIP FIRE DISTRICT 4
PARSIPPANY-TROY HILLS TOWNSHIP FIRE DISTRICT 5
PARSIPPANY-TROY HILLS TOWNSHIP FIRE DISTRICT 6
BOARD OF FIRE COMMISSIONERS FIRE FIRST AID FIRE DISTRICT 3
FLORHAM PARK BOROUGH OF
HANOVER TOWNSHIP FIRE DISTRICT 2
HANOVER TOWNSHIP FIRE DISTRICT 3
HAN TOWNSHIP FIRE DIST 2
MONTVILLE TOWNSHIP FIRE DISTRICT 1
MONTVILLE TOWNSHIP FIRE DISTRICT 2
MONTVILLE TOWNSHIP FIRE DISTRICT 3
MORRIS COUNTY PARK COMMISSION
MORRIS COUNTY SOIL CONSERVATION DISTRICT
MUSCONETCONG SEWERAGE AUTHORITY
NEW JERSEY PUBLIC POWER AUTHORITY
PARKING AUTHORITY OF THE TOWN OF MORRISTOWN
PARSIPPANY TROY HILLS BOARD OF FIRE
PARSIPPANY-TROY HILLS TOWNSHIP FIRE DISTRICT 1
PARSIPPANY-TROY HILLS TOWNSHIP FIRE DISTRICT 2
PARSIPPANY-TROY HILLS TOWNSHIP FIRE DISTRICT 3
PARSIPPANY-TROY HILLS TOWNSHIP FIRE DISTRICT 4
PARSIPPANY-TROY HILLS TOWNSHIP FIRE DISTRICT 5
PARSIPPANY-TROY HILLS TOWNSHIP FIRE DISTRICT 6
Special District
27 Active
27
Organizations
BOONTON TOWN SCH DIST
BOONTON TWP SCH DIST
BUTLER PUBLIC SCH DIST
CHATHAMS SCHOOL DISTRICT
CHESTER SCH DIST
DENVILLE TWP SCH DIST
DOVER PUBLIC SCH DIST
EAST HANOVER TWP SCH DIST
FLORHAM PARK SCH DISTRICT
HANOVER PARK HIGH SCHOOL DIST
HANOVER TWP SCH DIST
HARDING TWP SCH DIST
JEFFERSON TWP SCH DIST
KINNELON BORO SCH DIST
LINCOLN PARK BORO SCHOOL DIST
LONG HILL TWP SCHOOL DIST
MADISON BORO SCH DIST
MENDHAM BORO SCH DIST
MENDHAM TWP SCH DIST
MINE HILL TWP SCH DIST
BOONTON TOWN SCH DIST
BOONTON TWP SCH DIST
BUTLER PUBLIC SCH DIST
CHATHAMS SCHOOL DISTRICT
CHESTER SCH DIST
DENVILLE TWP SCH DIST
DOVER PUBLIC SCH DIST
EAST HANOVER TWP SCH DIST
FLORHAM PARK SCH DISTRICT
HANOVER PARK HIGH SCHOOL DIST
HANOVER TWP SCH DIST
HARDING TWP SCH DIST
JEFFERSON TWP SCH DIST
KINNELON BORO SCH DIST
LINCOLN PARK BORO SCHOOL DIST
LONG HILL TWP SCHOOL DIST
MADISON BORO SCH DIST
MENDHAM BORO SCH DIST
MENDHAM TWP SCH DIST
MINE HILL TWP SCH DIST
BOONTON TOWN SCH DIST
BOONTON TWP SCH DIST
BUTLER PUBLIC SCH DIST
CHATHAMS SCHOOL DISTRICT
CHESTER SCH DIST
DENVILLE TWP SCH DIST
DOVER PUBLIC SCH DIST
EAST HANOVER TWP SCH DIST
FLORHAM PARK SCH DISTRICT
HANOVER PARK HIGH SCHOOL DIST
HANOVER TWP SCH DIST
HARDING TWP SCH DIST
JEFFERSON TWP SCH DIST
KINNELON BORO SCH DIST
LINCOLN PARK BORO SCHOOL DIST
LONG HILL TWP SCHOOL DIST
MADISON BORO SCH DIST
MENDHAM BORO SCH DIST
MENDHAM TWP SCH DIST
MINE HILL TWP SCH DIST
School District
41 Active
41
Organizations
1024 FOUNDATION CO KIMBERLY WHITTLE
127 PROJECT INC
132 HACKLEBARNEY CHAPTER OF TROUT UNLIMITED
146
150th Aero Flying Club Inc
16-YARD HIT CLUB INC
1772 FOUNDATION INC
1ST RESPONDERS FOUNDATION CORP
20091002 GENERATIONS REGIONAL COORDINATOR - NORTHEAST
244 KEN LOCKWOOD CHAPTER OF TROUT UNLIMITED
3401 AUXILIARY VFW POST
3rd DISTRICT MANUFACTURING CAUCUS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
1024 FOUNDATION CO KIMBERLY WHITTLE
127 PROJECT INC
132 HACKLEBARNEY CHAPTER OF TROUT UNLIMITED
146
150th Aero Flying Club Inc
16-YARD HIT CLUB INC
1772 FOUNDATION INC
1ST RESPONDERS FOUNDATION CORP
20091002 GENERATIONS REGIONAL COORDINATOR - NORTHEAST
244 KEN LOCKWOOD CHAPTER OF TROUT UNLIMITED
3401 AUXILIARY VFW POST
3rd DISTRICT MANUFACTURING CAUCUS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
1024 FOUNDATION CO KIMBERLY WHITTLE
127 PROJECT INC
132 HACKLEBARNEY CHAPTER OF TROUT UNLIMITED
146
150th Aero Flying Club Inc
16-YARD HIT CLUB INC
1772 FOUNDATION INC
1ST RESPONDERS FOUNDATION CORP
20091002 GENERATIONS REGIONAL COORDINATOR - NORTHEAST
244 KEN LOCKWOOD CHAPTER OF TROUT UNLIMITED
3401 AUXILIARY VFW POST
3rd DISTRICT MANUFACTURING CAUCUS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization
3662 Active
3662
Organizations
Community Partners158 organizations
BOROUGH OF LINCOLN PARK
Municipal Government·LINCOLN PARK
BOROUGH OF MADISON
Municipal Government·MADISON
BOROUGH OF MORRIS PLAINS
Municipal Government·MORRIS PLAINS
BOROUGH OF MOUNTAIN LAKES
Municipal Government·MOUNTAIN LAKES
BOROUGH OF NETCONG
Municipal Government·NETCONG
BOROUGH OF VICTORY GARDENS
Municipal Government·DOVER
TOWN OF BOONTON
Municipal Government·BOONTON
TOWN OF DOVER
Municipal Government·DOVER
TOWN OF MORRISTOWN
Municipal Government·MORRISTOWN
TOWNSHIP OF MORRIS
Municipal Government·MORRISTOWN
BOARD OF FIRE COMMISSIONERS FIRE FIRST AID FIRE DISTRICT 3
Special District·CEDAR KNOLLS
FLORHAM PARK BOROUGH OF
Special District·FLORHAM PARK
HANOVER TOWNSHIP FIRE DISTRICT 2
Special District·WHIPPANY
HANOVER TOWNSHIP FIRE DISTRICT 3
Special District·CEDAR KNOLLS
HAN TOWNSHIP FIRE DIST 2
Special District·WHIPPANY
MONTVILLE TOWNSHIP FIRE DISTRICT 1
Special District·MONTVILLE
MONTVILLE TOWNSHIP FIRE DISTRICT 3
Special District·PINE BROOK
MORRIS COUNTY PARK COMMISSION
Special District·MORRISTOWN
PARKING AUTHORITY OF THE TOWN OF MORRISTOWN
Special District·MORRISTOWN
PARSIPPANY TROY HILLS BOARD OF FIRE
Special District·MORRIS PLAINS
PARSIPPANY-TROY HILLS TOWNSHIP FIRE DISTRICT 1
Special District·MOUNT TABOR
PARSIPPANY-TROY HILLS TOWNSHIP FIRE DISTRICT 2
Special District·DENVILLE
PARSIPPANY-TROY HILLS TOWNSHIP FIRE DISTRICT 5
Special District·PARSIPPANY
PARSIPPANY-TROY HILLS TOWNSHIP FIRE DISTRICT 6
Special District·PARSIPPANY
PEQUANNOCK-LINCOLN PARK-FAIRFIELD SEWERAGE AUTH (TWO BRIDGES)
Special District·LINCOLN PARK
ROCKAWAY VALLEY REG SEWER AUTH
Special District·BOONTON
SOUTHEAST MORRIS COUNTY MUNICIPAL UTILITIES AUTHORITY
Special District·CEDAR KNOLLS
THE PEQUANNOCK LINCOLN PARK & FAIRFIELD SEWERAGE AUTHORITY
Special District·LINCOLN PARK
WASHINGTON TOWNSHIP MUNICIPAL UTILITIES AUTHORITY
Special District·LONG VALLEY
MORRIS COUNTY VOCATIONAL SCHOOL DISTRICT
School District·DENVILLE
UNITY CHARTER SCHOOL
School District·MORRISTOWN
1024 FOUNDATION CO KIMBERLY WHITTLE
Nonprofit Organization·DENVILLE
127 PROJECT INC
Nonprofit Organization·WHIPPANY
132 HACKLEBARNEY CHAPTER OF TROUT UNLIMITED
Nonprofit Organization·PARSIPPANY
146
Nonprofit Organization·BOONTON
150th Aero Flying Club Inc
Nonprofit Organization·Morristown
16-YARD HIT CLUB INC
Nonprofit Organization·Madison
1772 FOUNDATION INC
Nonprofit Organization·MORRISTOWN
1ST RESPONDERS FOUNDATION CORP
Nonprofit Organization·FLORHAM PARK
20091002 GENERATIONS REGIONAL COORDINATOR - NORTHEAST
Nonprofit Organization·Succasunna
244 KEN LOCKWOOD CHAPTER OF TROUT UNLIMITED
Nonprofit Organization·LONG VALLEY
3401 AUXILIARY VFW POST
Nonprofit Organization·Morris plains
3rd DISTRICT MANUFACTURING CAUCUS
Nonprofit Organization·PARSIPPANY
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Morristown
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Morristown
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Morristown
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Morristown
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Morristown
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Morristown
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Morristown
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Morristown
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Morristown
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Morristown
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Morristown
86 NEWCASTLE
Nonprofit Organization·PARSIPPANY
8 V 8 SUMMER LEAGUE OF DENVILLE INC
Nonprofit Organization·DENVILLE
911 DOG AND CAT RESCUE INC
Nonprofit Organization·Morristown
911 RESCUE WORKER FOUNDATION INC
Nonprofit Organization·KINNELON
9619 SPEAKERS CORNER TOASTMASTERS CLUB
Nonprofit Organization·Whippany
AAUW NEW JERSEY CHARITABLE TR
Nonprofit Organization·Madison
ABHAY S MAINKAR FOUNDATION A NJ NOT FOR PROFIT
Nonprofit Organization·Denville
Above 321
Nonprofit Organization·Budd Lake
ABUNDANT LOVE CHRISTIAN CHURCH INC
Nonprofit Organization·RANDOLPH
ACADEMIC DECATHLON ASSOCIATION OF NEW JERSEY INC
Nonprofit Organization·Kinnelon
ACADEMIE BRILLAT SAVARIN INC
Nonprofit Organization·Madison
ACADEMY FOR PERFORMING ARTS BOOSTER CLUB
Nonprofit Organization·Denville
ACADEMY FOR VISUAL & PERFORMING ARTS EDUCATION FOUNDATION
Nonprofit Organization·Denville
ACADEMY OF GLOBAL BUSINESS RESEARCH AND PRACTICE AKA AGBRP
Nonprofit Organization·East Hanover
A CALL FOR PEACE CORPORATION
Nonprofit Organization·MORRISTOWN
ACCESS HOUSING INC
Nonprofit Organization·MORRIS PLAINS
ACES YOUTH BOXING FOUNDATION INC
Nonprofit Organization·Boonton
ACFE New Jersey 9
Nonprofit Organization·BOONTON
ACNE CURE ALLIANCE INC
Nonprofit Organization·MORRISTOWN
ACS INTERNATIONAL SCHOOLS IN AMERICA INC
Nonprofit Organization·MENDHAM
ACTION AUTISM
Nonprofit Organization·BOONTON
ACTION TOGETHER NEW JERSEY INC
Nonprofit Organization·MADISON
ADA BUDRICK CHILD CARE AND LEARNING
Nonprofit Organization·BOONTON
ADAPTIVE SAILING INC
Nonprofit Organization·Whippany
ADAPTIVE SKATING USA
Nonprofit Organization·denville
ADATH SHALOM SYNAGOGUE
Nonprofit Organization·MORRIS PLAINS
A DAY AT A TIME
Nonprofit Organization·Florham Park