G
CRD: 128414
Garden State Retirement Specialists, LLC
RED Bank, NJ, 07701
7329369641
$109.3M Total AUM
$86.4M Disc. AUM
-- 3Y CAGR
3 Employees
152 ADV. Clients
26 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- American Funds ยท Pershing
- Clients
- Retail
- Platforms
- --
- Established Date
- 12-01-1999
- Office Locations
- 1
Office Locations
27 West Street, Suite 16 RED Bank NJ
About Garden State Retirement Specialists, LLC
Garden State Retirement Specialists, LLC is a RED Bank-based RIA. The firm has been operating for 26 years. Managing $109.3M in total assets under management, with 2 advisory representatives. They custody assets with American Funds and Pershing. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$54.7M AVG AUM / ADVISOR
$719.1K AVG AUM / CLIENT
16.4 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
26yrs Firm Age
Insights
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Asset Classes
Beacon Vector Vertex Foundation element
Investment Themes
Alpha horizon
Investment Vehicles
Harbor Focus quantum
Platform
Fusion Bridge legacy
Services
Insight Peak vertex Zenith Radial capital Vital
Owner & Executives
A
ANTHONY NICHOLAS SCIBETTA
Business Development Manager, Chief Compliance Officer, Managing Member
- CRD
- #1354920
- Ownership
- 75% or more
(270) 250-3549
signal.peak@fusioncapital.com
in linkedin.com/in/quantum-prime
R
ROSEANN SCIBETTA
--
- CRD
- --
- Ownership
- 10% but less than 25%
(794) 407-1447
capital.pioneer@foundationcapital.com
in linkedin.com/in/momentum-value
Showing 2 of 2 owners & executives
Unlock allContacts
J
JOSEPH Alexander SCIBETTA
--
- CRD
- #5703395
(243) 789-8726
pathway.prime@radialcapital.com
in linkedin.com/in/catalyst-value
Showing 1 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $86,397,800 | $431,989 |
| Non-Discretionary | $22,910,443 | $458,209 |
| Total | $109,308,243 | $437,233 |
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Separately Managed Accounts
Total SMA Asset: $109,308,243
Public Funds:
24.4% Equity - Exchange:
23.1% U.S. Government/Agency:
7.4% Cash:
5.8% Corporate - Investment Grade:
13.4% Corporate - Non-Investment Grade:
18.1% Municipal Bonds:
7.8% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,108,819,966 | 24.4% |
| Equity - Exchange | $1,996,464,804 | 23.1% |
| U.S. Government/Agency | $639,560,154 | 7.4% |
| Cash | $501,276,877 | 5.8% |
| Corporate - Investment Grade | $1,158,122,441 | 13.4% |
| Corporate - Non-Investment Grade | $1,564,329,565 | 18.1% |
| Municipal Bonds | $674,130,973 | 7.8% |
| Total | $8,642,704,780 | 100.0% |