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Princeton Global Asset Management LLC
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Overview Share
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Princeton, New Jersey
$463.3 million AUM
4 offices

Princeton Global Asset Management LLC is based in Princeton, New Jersey and has $463.3 million in assets under management.

Location
17 Hulfish Street
Suite 240
Princeton, NJ 08542
$463.3 million
AUM
16
Employees
AUM Share
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$463,330,823
Assets under management
574 clients
Number of clients
Average investment size is $807,197
1% are outside of the U.S.
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 126 $48,081,732 10% $381,601
High net worth individuals 87 $415,249,091 90% $4,772,978
Employees Share
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16
Employees
14
Investment analysts
88% of total employees
AUM per employee Share
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$463,330,823
Assets under management
$28,958,176
AUM per employee
$33,095,059
AUM per investment analyst
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Compensation

Princeton Global Asset Management LLC makes money through the following ways:

  • Percentage of AUM
  • Fixed fees
  • Performance-based fees
Services offered

Princeton Global Asset Management LLC provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Business activities
  • Insurance broker or agent
Firm data Share
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CRD number 146,644
SEC number 801-71305
Legal structure Limited Liability Company
Legal governance New Jersey, United States
Latest ADV filing date March 24, 2020

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