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Sax Wealth Advisors
184 Followers on Owler
Sax Wealth is an investment advisory firm that provides individual wealth management and retirement solutions... Read more
OverviewAcquisitionsNews & Insights
Sax Wealth is an investment advisory firm that provides individual wealth management and retirement solutions... Read more
Sax Wealth Advisors CEO: undefined undefined

CEO

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CEO Approval Rating

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1999

CliftonNew Jersey
New York Metropolitan Area

Private

Banking, Financial Services and Insurance
Asset & Investment Management

http://www.saxwa.com

Est. Annual Revenue
<$1M
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Est. Employees
<10
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Acquisitions
2

News

Mar 30, 2018
ReleaseWire
Press Release: Sax Wealth Advisors : Sax LLP Subsidiary, Sax Wealth Advisors (SWA) Acquires the GM Financial Group
Feb 04, 2018
USCHNews
Sax Wealth Advisors: Sax Wealth Advisors (SWA) Announces Its Acquisition of The GM Financial Group
Dec 15, 2017
NJBIZ
Sax Wealth Advisors: Sax Wealth Advisors acquires GM Financial Group, AUM increases to 1B
Jul 21, 2017
NJBIZ
Sax Wealth Advisors: Sax Wealth Advisors buys N.Y. portfolio management firm

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