PRINCETON GLOBAL ASSET MANAGEMENT LLC

17 Hulfish Street
Suite 240
Princeton, New Jersey 08542
Tel: 609-945-1781

About PRINCETON GLOBAL ASSET MANAGEMENT LLC

PRINCETON GLOBAL ASSET MANAGEMENT LLC, formally registered with the SEC as PRINCETON GLOBAL ASSET MANAGEMENT LLC. The firm was established in 04/09/2010. They have over 1 offices throughout the country.

PRINCETON GLOBAL ASSET MANAGEMENT LLC is a Princeton, New Jersey based Financial Planning firm with nearly $605,788,806 assets under management, offering retirement planning & investment advisory services to 1001 clients. The firm is staffed with 15 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	146644
SEC#	801-71305
Assets Managed by Firm	$605,788,806
No. of Clients	1001
No. of Advisors	15

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	1001	$605,788,806
Individuals (other than high net worth individuals)	239	$93,478,829
High net worth individuals	143	$485,891,708
Pension and profit sharing plans	10	$26,418,269

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