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PRINCETON CAPITAL MANAGEMENT LLC

331 Newman Springs Road
Suite 133
Red Bank, New Jersey 07701-1074
Tel: 201-332-9800

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About PRINCETON CAPITAL MANAGEMENT LLC

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.

Firm Information

SEC Current StatusApproved
Firm CRD#113926
SEC#801-60470
Assets Managed by Firm$304,649,439
No. of Clients328
No. of Advisors6

Fee Structure

  • A percentage of AUM
  • Other (PERFORMANCE FEE PAID TO RELATED PARTY)

Advisory Services Provided

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Firm Client Information

No. of ClientsAUM
Firm Total328$304,649,439
Individuals (other than high net worth individuals)51$26,042,567
High net worth individuals102$247,618,140
Pension and profit sharing plans2$4,384,164
Charitable organizations7$6,695,930
Corporations or other businesses4$3,485,869

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