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Home > Retirement Planners > new jersey > princeton > NEW CENTURY FINANCIAL GROUP, LLC
NEW CENTURY FINANCIAL GROUP, LLC
One Airport Place
Suite 3
Princeton, New Jersey 08540
Tel: (609)924-2049
About NEW CENTURY FINANCIAL GROUP, LLC
NEW CENTURY FINANCIAL GROUP, LLC, formally registered with the SEC as NEW CENTURY FINANCIAL GROUP, LLC. The firm was established in 02/09/1996. They have over 1 offices throughout the country.
NEW CENTURY FINANCIAL GROUP, LLC is a Princeton, New Jersey based Financial Planning firm with nearly $201,731,729 assets under management, offering retirement planning & investment advisory services to 986 clients. The firm is staffed with 18 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 104553 |
| SEC# | 801-51232 |
| Assets Managed by Firm | $201,731,729 |
| No. of Clients | 986 |
| No. of Advisors | 18 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 986 | $201,731,729 |
| Individuals (other than high net worth individuals) | 961 | $157,794,147 |
| High net worth individuals | 23 | $43,732,112 |
| Charitable organizations | 1 | $186,818 |
| Corporations or other businesses | 1 | $18,652 |
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