Princeton Advisory Wealth Management, LLC
Princeton Advisory Wealth Management, LLC (CRD# 159763) is a financial advisory firm headquartered in Kingston, NJ. They manage $6,506,029 in 16 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Princeton Advisory Wealth Management, LLC
By the Numbers
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Total Assets Under Management7MILLION
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Total Number of Accounts16ACCOUNTS
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Average Account Value$406,627
Compensation Options
- A percentage of assets under your management
- Performance-based fees
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NJ, TX
Financial Advisors at Princeton Advisory Wealth Management, LLC
No Advisor Found.
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