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Building 2PRINCETON PORTFOLIO STRATEGIES GROUP LLC

Map pinPRINCETON, NJ
Phone609-436-5680
NotebookSEC #801-72695
Total AUM
$570.9M
Employees
9
Clients
209

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
212 CARNEGIE CENTER
SUITE 206
PRINCETON
NJ 08540
United States
Operating Hours
9 AM TO 5 PM
Monday - Friday
Phone
609-436-5680

ReceiptFinancials

Total AUM
$570.9M
Accounts
458
Discretionary
$562.9M
Accounts
456
Non-Discretionary
$8M
Accounts
2

ContactClients

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Individual Clients
142
AUM
$106.4M
HNW Individual Clients
64
AUM
$445.1M
Pension/Profit Sharing Plan Clients
1
AUM
$8M
Charitable Organization Clients
1
AUM
$3.8M
Corporation or Business Clients
1
AUM
$7.6M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOCTDCFLMAMDMENCNHNJNYPASCTXVA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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