The PRINCETON FINANCIAL GROUP is a privately held investment adviser that advises $420.03mn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. PRINCETON FINANCIAL GROUP is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 291.87% over the last 5-years.
The Group has been registered with the SEC for 5.16 years and is comprised of 1 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at 777 SCUDDER MILLS RD BLDG 4, STE 101, PLAINSBORO, NEW JERSEY. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 8 employees comprised of 5 investment and 3 non-investment staff. The total number of Employees increased by 166.67% over the last 5-years.
Their $420.03mn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 10 other accounts. Assets of High Net Worth Individuals clients own $302.37mn or 71.99% of Total Assets and Individuals own $100.11mn or 23.83% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 5 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees and management fees.
PRINCETON FINANCIAL GROUP names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.