PRINCETON GLOBAL ASSET MANAGEMENT LLC

Overview

Princeton Global Asset Management LLC is an independent registered investment adviser that runs discretionary equity-heavy portfolios for individual, family and institutional clients. The firm combines portfolio management with financial planning, pension consulting and educational workshops, and charges a mix of percentage-of-AUM and fixed fees. Its advisory services extend beyond model-driven allocations: the firm files active 13F holdings, which underlines a material focus on U.S. public equities and exchange-traded products. Service lines include portfolio construction and ongoing discretionary management alongside non-discretionary advisory relationships. The firm is affiliated with an insurance company and uses outside custodians to hold client assets. Investment activity shows a clear tilt toward exchange-traded equities and ETFs while supplementing portfolios with mutual funds, corporate debt and allocations to third-party alternative investment managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices