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PRINCETON FUND ADVISORS, LLC

1580 Lincoln Street
Suite 680
Denver, Colorado 80203
Tel: 303-382-2880

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About PRINCETON FUND ADVISORS, LLC

PRINCETON FUND ADVISORS, LLC, formally registered with the SEC as PRINCETON FUND ADVISORS, LLC. The firm was established in 06/30/2011. They have over 3 offices throughout the country.

PRINCETON FUND ADVISORS, LLC is a Denver, Colorado based Financial Planning firm with nearly $929,555,881 assets under management, offering retirement planning & investment advisory services to 9 clients. The firm is staffed with 35 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#157821
SEC#801-72525
Assets Managed by Firm$929,555,881
No. of Clients9
No. of Advisors35

Fee Structure

  • A percentage of AUM
  • Performance Based

Advisory Services Provided

  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles

Firm Client Information

No. of ClientsAUM
Firm Total9$929,555,881

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