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PRINCETON ASSET MANAGEMENT, LLC
CRD 148087
621 NW 53RD STREET, SUITE 240, BOCA RATON, FL, 33487, United States
Phone
561-528-1356
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$71.0M
Discretionary AUM
$67.6M
Team
2 total employees; 2 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-05-18
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 39 | $65.9M |
| Charitable organizations | 3 | $5.1M |
All web addresses on file
Official SEC filing: View on IAPD