SACKS & ASSOCIATES, LLC
CRD #174909 SEC #801-80934 WARREN, NJ 908-864-4950
SEC Registered
Total AUM
$196.1M
Discretionary
$161.6M
Employees
4
Clients
101
Accounts
365
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $196.1M | $161.6M | $34.5M | 4 | 0 |
| Oct 2025 | $196.1M | $161.6M | $34.5M | 5 | 0 |
| Mar 2025 | $196.1M | $161.6M | $34.5M | 5 | 0 |
| Feb 2024 | $176.7M | $143.7M | $33M | 5 | 0 |
| Nov 2023 | $169.8M | $137.8M | $32M | 5 | 0 |
| Sep 2023 | $169.8M | $137.8M | $32M | 5 | 0 |
| Mar 2023 | $169.8M | $137.8M | $32M | 6 | 0 |
| Jan 2023 | $190.5M | $156M | $34.5M | 6 | 0 |
| Jun 2022 | $190.5M | $156M | $34.5M | 6 | 0 |
| May 2022 | $190.5M | $156M | $34.5M | 6 | 0 |
| Mar 2022 | $190.5M | $156M | $34.5M | 6 | 0 |
| Oct 2021 | $182.1M | $140.2M | $41.8M | 6 | 0 |
| Oct 2021 | $182.1M | $140.2M | $41.8M | 6 | 0 |
| Apr 2021 | $182.1M | $140.2M | $41.8M | 6 | 0 |
| Sep 2020 | $145M | $120M | $25M | 6 | 191 |
| Apr 2020 | $145M | $120M | $25M | 6 | 191 |
| May 2019 | $135M | $100M | $35M | 6 | 191 |
| Jun 2018 | $127.6M | $94.3M | $33.2M | 6 | 191 |
| Mar 2017 | $117.4M | $81.3M | $36.1M | 6 | 200 |
| Mar 2016 | $103.3M | $66.8M | $36.5M | 6 | 200 |
| Nov 2015 | $102M | $68M | $34M | 6 | 161 |
| May 2015 | $102M | $68M | $34M | 6 | 161 |
| Feb 2015 | $0 | $0 | $0 | 6 | 0 |
| Feb 2015 | $0 | $0 | $0 | 6 | 0 |
| Jan 2015 | $0 | $0 | $0 | 6 | 0 |
DateNov 2025
Total AUM$196.1M
Discretionary$161.6M
Non-Disc.$34.5M
Employees4
Clients0
DateOct 2025
Total AUM$196.1M
Discretionary$161.6M
Non-Disc.$34.5M
Employees5
Clients0
DateMar 2025
Total AUM$196.1M
Discretionary$161.6M
Non-Disc.$34.5M
Employees5
Clients0
DateFeb 2024
Total AUM$176.7M
Discretionary$143.7M
Non-Disc.$33M
Employees5
Clients0
DateNov 2023
Total AUM$169.8M
Discretionary$137.8M
Non-Disc.$32M
Employees5
Clients0
DateSep 2023
Total AUM$169.8M
Discretionary$137.8M
Non-Disc.$32M
Employees5
Clients0
DateMar 2023
Total AUM$169.8M
Discretionary$137.8M
Non-Disc.$32M
Employees6
Clients0
DateJan 2023
Total AUM$190.5M
Discretionary$156M
Non-Disc.$34.5M
Employees6
Clients0
DateJun 2022
Total AUM$190.5M
Discretionary$156M
Non-Disc.$34.5M
Employees6
Clients0
DateMay 2022
Total AUM$190.5M
Discretionary$156M
Non-Disc.$34.5M
Employees6
Clients0
DateMar 2022
Total AUM$190.5M
Discretionary$156M
Non-Disc.$34.5M
Employees6
Clients0
DateOct 2021
Total AUM$182.1M
Discretionary$140.2M
Non-Disc.$41.8M
Employees6
Clients0
DateOct 2021
Total AUM$182.1M
Discretionary$140.2M
Non-Disc.$41.8M
Employees6
Clients0
DateApr 2021
Total AUM$182.1M
Discretionary$140.2M
Non-Disc.$41.8M
Employees6
Clients0
DateSep 2020
Total AUM$145M
Discretionary$120M
Non-Disc.$25M
Employees6
Clients191
DateApr 2020
Total AUM$145M
Discretionary$120M
Non-Disc.$25M
Employees6
Clients191
DateMay 2019
Total AUM$135M
Discretionary$100M
Non-Disc.$35M
Employees6
Clients191
DateJun 2018
Total AUM$127.6M
Discretionary$94.3M
Non-Disc.$33.2M
Employees6
Clients191
DateMar 2017
Total AUM$117.4M
Discretionary$81.3M
Non-Disc.$36.1M
Employees6
Clients200
DateMar 2016
Total AUM$103.3M
Discretionary$66.8M
Non-Disc.$36.5M
Employees6
Clients200
DateNov 2015
Total AUM$102M
Discretionary$68M
Non-Disc.$34M
Employees6
Clients161
DateMay 2015
Total AUM$102M
Discretionary$68M
Non-Disc.$34M
Employees6
Clients161
DateFeb 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateFeb 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateJan 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0