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PRINCETON GLOBAL ASSET MANAGEMENT LLC
CRD 146644 · SEC 801-71305
17 HULFISH STREET, SUITE 240, PRINCETON, NJ, 08542, United States
Phone
609-945-1781
Fax
609-356-0832
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$921.3M
Discretionary AUM
$883.4M
Team
22 total employees; 17 advisory reps
Clients
11-25
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 190 | $88.6M |
| High net worth individuals | 166 | $793.5M |
| Pension/profit sharing plans | 9 | $38.0M |
States served
CA, CO, DE, MD, NJ, NY, NC, PA, TX, CT, FL
All web addresses on file
Official SEC filing: View on IAPD