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PRINCE ASSET MANAGEMENT, INC.
CRD 141567 · SEC 801-130425
2033 MAIN STREET, SUITE 303, SARASOTA, FL, 34237, United States
Phone
941-363-9090
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$137.7M
Discretionary AUM
$137.7M
Team
3 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-20
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 99 | $38.2M |
| High net worth individuals | 35 | $96.1M |
| Pension/profit sharing plans | 2 | $138K |
| Corporations/business entities | 2 | $3.3M |
States served
FL
All web addresses on file
Official SEC filing: View on IAPD