PRINCE FINANCIAL ADVISORY LLC

Overview

Prince Financial Advisory LLC is an independent registered investment adviser that focuses on serving individuals and families, as well as small-business owners. The firm combines financial planning with portfolio management and runs a fee model that includes percentage-of-AUM billing alongside hourly and fixed-fee engagements. Since its SEC registration in 2014, the firm has structured client relationships around discretionary portfolio management — all of its reported assets are managed on a discretionary basis — and it favors pooled public funds as the primary building blocks for client portfolios. Prince Financial does not position itself as a capital allocator, and it is not an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices