Princeton Global Asset Management LLC
Firm details
- Headquarters
- Princeton, New Jersey
- CRD number
- 146644
- Registered since
- April 9, 2010
- Website
- www.princetonglobal.com
- Custodians
- CHARLES SCHWAB & CO., INC., NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI86.13%
- Individuals9.61%
- Pension & Profit Sharing Plans4.12%
- Corporations / Businesses0.11%
- Charitable Organizations0.03%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops
Firm profile
FINTRXOverview
Princeton Global Asset Management LLC is an independent registered investment adviser that provides financial planning, portfolio management for individuals and small businesses, pension consulting services, and educational seminars. The firm is registered with the SEC (registered in 2010) and serves both individual & family clients and institutional investors. Its fee arrangements include percentage-of-AUM fees and fixed fees. The firm indicates an affiliation with an insurance company and markets in-person or client-facing educational programming as part of its service set.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities75%
- Cash & Cash Equivalents10%
- Investment Grade Corp Bonds6%
- Public Funds/Mutual Funds4%
- State & Local Bonds2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 332Active vs passive
$164M in ETFs
79%
$129M
19%
$34.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE DIVIDEND GROWTH ETF (DGRO) | BlackRock | Passive | Large Value | $9.6M | 127,773 | 5.88% |
Location
Princeton, NJ
Mercer
Location
Princeton, NJ
Headquartered in Princeton, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Mercer
- Address
- 17 Hulfish St
- Time zone
- ET (UTC-5)
- Office locations
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