← Tributary

EKS ASSOCIATES

PRINCETON, NJ · CRD 169687 · IAPD ↗ · yelp.com · 6099211016

$324.3MRegulatory AUM
3Advisory reps
3Employees
208Clients
251-500Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

28
April 2026 — EKS ASSOCIATES changed its website from eksassociates.com to yelp.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
61
April 2024 — EKS ASSOCIATES reports 251-500 financial-planning clients, up from 101-250.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.