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184
Followers on Owler
Sax Wealth is an investment advisory firm that provides individual wealth management and retirement solutions...
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Overview
Acquisitions
News & Insights
Sax Wealth is an investment advisory firm that provides individual wealth management and retirement solutions...
Read more
CEO
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CEO Approval Rating
- -/100
1999
Clifton
New Jersey
New York Metropolitan Area
Private
Banking, Financial Services and Insurance
Asset & Investment Management
http://www.saxwa.com
Est. Annual Revenue
<$1M
Agree?
Yes
No
Est. Employees
<10
Agree?
Yes
No
Acquisitions
2
News
Latest 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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