331 Newman Springs Road
Suite 133
Red Bank, New Jersey 07701-1074
Tel: 201-332-9800
PRINCETON CAPITAL MANAGEMENT LLC, formally registered with the SEC as PRINCETON CAPITAL MANAGEMENT LLC. The firm was established in 08/10/2001. They have over 2 offices throughout the country.
PRINCETON CAPITAL MANAGEMENT LLC is a Red Bank, New Jersey based Financial Planning firm with nearly $304,649,439 assets under management, offering retirement planning & investment advisory services to 328 clients. The firm is staffed with 6 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 113926 |
SEC# | 801-60470 |
Assets Managed by Firm | $304,649,439 |
No. of Clients | 328 |
No. of Advisors | 6 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 328 | $304,649,439 |
Individuals (other than high net worth individuals) | 51 | $26,042,567 |
High net worth individuals | 102 | $247,618,140 |
Pension and profit sharing plans | 2 | $4,384,164 |
Charitable organizations | 7 | $6,695,930 |
Corporations or other businesses | 4 | $3,485,869 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$1,014,741,753,029 | 1021 | 1705 | |
$702,387,082,915 | 1093486 | 12701 | |
$691,908,159,462 | 1840565 | 61 | |
$499,516,358,508 | 637 | 925 | |
$458,191,510,749 | 46332 | 1483 |
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