PRINCETON CENTER PLANNING AND INVESTMENTS, LLC

Overview

Princeton Center Planning And Investments, LLC operates as an independent registered investment advisory firm organized as a limited liability company and owned by an individual. The firm’s client focus is individuals and families and it charges fees on a percentage-of-AUM basis. Advisory services emphasize financial planning and portfolio management for individuals, small businesses and institutions, and the firm also acts as an insurance broker. Investment activity is equity‑centric: the firm reports a clear preference for exchange‑traded equities as the primary vehicle for public market exposure. Princeton Center Planning And Investments is a capital allocator in that it selects other advisers on behalf of clients, but it does not identify itself as an active ESG investor. The firm uses annuities and mutual funds as part of its product mix alongside equity portfolios.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices