PRINCETON GLOBAL ASSET MANAGEMENT LLC
SEC RegisteredTrue financial freedom is about more than just having money.
About the firm
Princeton Global is a financial services firm on a mission to make investment management and wealth planning an interesting and engaging experience. They use their knowledge and perspective to enable multi-generational families and individuals to define, focus, and achieve their financial goals.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Sophisticated wealth planning including cash flow and liquidity, tax planning, charitable giving, family education, estate and wealth transfer, and insurance and protection. Investment services including account consolidation, tax-efficient investing, proprietary stock and ETF model portfolios, sustainable and impact investing, alternative investments (private equity, credit, and real estate), investor letters and market research, and a referral network.
Who they serve
Multi-generational families and individuals, including clients of all ages and backgrounds who desire to live a meaningful life, build enduring legacies, and provide for children, grandchildren, and great grandchildren.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 190 | $89M |
| High Net Worth Individuals | 166 | $794M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 9 | $38M |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
20 advisors in the directory
Regulatory & compliance
Data as of March 24, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. PRINCETON GLOBAL ASSET MANAGEMENT LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched