Princeton Investment Management Company
Firm details
- Headquarters
- ,
- CRD number
- 105891
- Registered since
- May 11, 1987
- Custodians
- CHARLES SCHWAB & CO., INC., MORGAN STANLEY & CO. LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI99.31%
- Individuals0.69%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Princeton Investment Management Company is a small, client-focused advisory firm that provides portfolio management for individuals and small businesses. The firm charges a mix of percentage-of-AUM fees and fixed fees and serves individual and family clients rather than institutional plans. Its disclosed investment preference is equity‑oriented, with a clear tilt toward exchange‑traded holdings and a reliance on liquid, marketable securities to implement client strategies. Services are delivered across both discretionary and non‑discretionary mandates, reflecting a mix of delegated portfolio authority and consultative client relationships.
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 Equities79%
- Public Funds/Mutual Funds12%
- Cash & Cash Equivalents10%
Contacts
2 of 2William Primm
PresidentCRD 4326726
Muriel Primm
Vice PresidentCRD 4389765
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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