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Building 2PRINCETON GLOBAL ASSET MANAGEMENT LLC

Map pinPRINCETON, NJ
Phone609-945-1781
NotebookSEC #801-71305
Total AUM
$921.3M
Employees
22
Clients
367

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
17 HULFISH STREET
SUITE 240
PRINCETON
NJ 08542
United States
Operating Hours
9 AM TO 5 PM
Monday - Friday
Phone
609-945-1781

ReceiptFinancials

Total AUM
$921.3M
Accounts
1,229
Discretionary
$883.4M
Accounts
1,220
Non-Discretionary
$38M
Accounts
9

ContactClients

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Individual Clients
190
AUM
$88.6M
HNW Individual Clients
166
AUM
$793.5M
Pension/Profit Sharing Plan Clients
9
AUM
$38M
Charitable Organization Clients
1
AUM
$256.1K
Corporation or Business Clients
1
AUM
$1M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOCTDEFLMDNCNJNYPATX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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