Princeton Asset Management, LLC
Princeton Asset Management, LLC (CRD# 148087) is a financial advisory firm headquartered in Boca Raton, FL. They manage $69,860,000 in 79 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Princeton Asset Management, LLC
By the Numbers
-
Total Assets Under Management70MILLION
-
Total Number of Accounts79ACCOUNTS
-
Average Account Value$884,304
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
DC, FL
Financial Advisors at Princeton Asset Management, LLC
1
Adam Falcon (CRD# 5986933) is an Investment Advisor Representative working at Princeton Asset Management, LLC in Boca Raton, FL and has over 22 years of experience in the finance industry.
2
Rui Falcon (CRD# 4245881) is an Investment Advisor Representative working at Princeton Asset Management, LLC in Boca Raton, FL and has over 23 years of experience in the finance industry.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.