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Sax Wealth Advisors

Sax Wealth Advisors is an investment advisor in Parsippany with $1.09B 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 ?
$1.09B (as of 26 Mar 21)
Accounts
2,077 (as of 26 Mar 21)
Employees
12 (12 investment advisory or research)

Investment data

Data from SEC filings
Regulatory AUM / Assets Under Management
Number of accounts
Number of employees
Top 50 of 158 long holdings
End of quarter 30 Jun 21
Value
 
#Shares
 
Prev Q
 
Change
%, QoQ
$19.6M 72.94K 68.09K +7.1
$17.53M 131.9K 126.46K +4.3
$16.45M 156.04K 156.72K -0.4
$14.9M 85.91K 88.43K -2.8
$13.27M 117.43K 140.52K -16.4
$9.3M 21.73K 24.51K -11.3
$8.83M 89.44K 72.17K +23.9
$7.83M 56.97K 53.74K +6.0
$7.15M 86.43K 75.04K +15.2
$6.21M 84.3K 83.16K +1.4
$5.37M 12.48K 17.55K -28.9
Vanguard Intl Equity Index F
$5.08M 93.5K 78.01K +19.8
$5.06M 49.69K 48.23K +3.0
$4.69M 64.04K 64.08K -0.1
$4.64M 120.44K 100.55K +19.8
$4.51M 114.52K 98.74K +16.0
$4.35M 31.79K 34.49K -7.8
$4.22M 15.58K 16.16K -3.6
$4.17M 31.02K 21.32K +45.5
$4.08M 11.52K 18.56K -37.9
$3.99M 165.16K 142.01K +16.3
$3.42M 66.03K 65.49K +0.8
$3.19M 42.59K 42.03K +1.3
$3.12M 42.13K 41.48K +1.6
$2.99M 11.67K 11.88K -1.8
$2.77M 18.73K 18.9K -0.9
$2.76M 12.37K 11.81K +4.7
$2.76M 16.62K 16.62K 0
$2.75M 49.84K 50.35K -1.0
$2.4M 13.67K 13.53K +1.0
$2.29M 8.44K 8.28K +1.9
$2.25M 147.06K 128.06K +14.8
$2.24M 40.9K 40.89K 0
$2.21M 5.6K 5.33K +5.1
Vanguard Specialized Funds
$2.15M 13.89K 25.93K -46.4
$2.01M 69.82K 35.13K +98.8
$1.91M 16.36K 16.36K 0
Vanguard Tax-managed Intl FD
$1.91M 37.04K 31.8K +16.5
$1.89M 18.05K 18.98K -4.9
$1.85M 7.79K 16.01K -51.4
$1.8M 44.93K 45.11K -0.4
$1.74M 22.98K 23.13K -0.6
$1.71M 11.55K 11.54K +0.1
SPDR S&P Midcap 400 Etf TR
$1.51M 3.08K 4.18K -26.3
$1.43M 15.07K 15.29K -1.4
$1.32M 15.04K 14.68K +2.4
$1.2M 13.07K 14.42K -9.4
$1.16M 2.94K 2.94K 0
$1.13M 17.88K 17.71K +0.9
$1.07M 29.27K NEW
Holdings list only includes long positions. Only includes long positions.

Calendar

9 Dec 21
31 Dec 21

Financial reports

No filings

Current reports

No filings

Registration and prospectus

No filings

Proxies

No filings

Other

No filings