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PRINCETON EQUITY GROUP
47 Hulfish Street
Suite 300
Princeton, New Jersey 08542
Tel: 609-454-5700
About PRINCETON EQUITY GROUP
PRINCETON EQUITY GROUP, formally registered with the SEC as PRINCETON EQUITY GROUP. The firm was established in 12/06/2021. They have over 2 offices throughout the country.
PRINCETON EQUITY GROUP is a Princeton, New Jersey based Financial Planning firm with nearly $1,373,151,359 assets under management, offering retirement planning & investment advisory services to 6 clients. The firm is staffed with 17 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 310405 |
| SEC# | 801-121932 |
| Assets Managed by Firm | $1,373,151,359 |
| No. of Clients | 6 |
| No. of Advisors | 17 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 6 | $1,373,151,359 |
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