Overview
Assets Under Management: $455 million
Headquarters: PRINCETON, NJ
High-Net-Worth Clients: 60
Average Client Assets: $5.6 million
Frequently Asked Questions
PRINCETON PORTFOLIO STRATEGIES GROUP LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #158570), PRINCETON PORTFOLIO STRATEGIES GROUP LLC is subject to fiduciary duty under federal law.
PRINCETON PORTFOLIO STRATEGIES GROUP LLC is headquartered in PRINCETON, NJ.
PRINCETON PORTFOLIO STRATEGIES GROUP LLC serves 60 high-net-worth clients according to their SEC filing dated March 29, 2018. View client details ↓
According to their SEC Form ADV, PRINCETON PORTFOLIO STRATEGIES GROUP LLC offers portfolio management for individuals, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. View all service details ↓
PRINCETON PORTFOLIO STRATEGIES GROUP LLC manages $455 million in client assets according to their SEC filing dated March 29, 2018.
According to their SEC Form ADV, PRINCETON PORTFOLIO STRATEGIES GROUP LLC serves high-net-worth individuals, pooled investment vehicles, and institutional clients. View client details ↓
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: 60
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 73.79%
Average Client Assets: $5.6 million
Total Client Accounts: 440
Discretionary Accounts: 438
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 158570
Filing ID: 1196236
Last Filing Date: 2018-03-29 18:32:00