Overview
Assets Under Management: $305 million
Headquarters: RED BANK, NJ
High-Net-Worth Clients: 106
Average Client Assets: $3 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 106
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 79.63
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 328
Discretionary Accounts: 326
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 113926
Last Filing Date: 2025-01-31 00:00:00
Website: https://princap.com