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Building 2PRINCETON ADVISORY WEALTH MANAGEMENT, LLC

Map pinHAMILTON, NJ
Phone609-642-4200
NotebookSEC #801-72981
Total AUM
$5.4M
Employees
4
Clients
21

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2115 HAMILTON AVENUE
SUITE 101
HAMILTON
NJ 08619
United States
Operating Hours
9:00 - 4:00
Monday - Friday
Phone
609-642-4200
Other Offices
1

ReceiptFinancials

Total AUM
$5.4M
Accounts
22
Discretionary
$5.4M
Accounts
22
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1
AUM
$6K
HNW Individual Clients
19
AUM
$4.8M
Pooled Vehicle Clients
1
AUM
$600K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
NJTX

HandshakeAffiliates

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

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