Princeton Center Planning And Investments, LLC
Princeton Center Planning And Investments, LLC (CRD# 147112) is a financial advisory firm headquartered in Brunswick, OH. They manage $55,984,956 in 505 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Princeton Center Planning And Investments, LLC
By the Numbers
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Total Assets Under Management56MILLION
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Total Number of Accounts505ACCOUNTS
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Average Account Value$110,861
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, OH
Financial Advisors at Princeton Center Planning And Investments, LLC
1
Paul Offill (CRD# 2583852) is an Investment Advisor Representative working at Princeton Center Planning And Investments, LLC in Brunswick, OH and has over 12 years of experience in the finance industry.
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