Princeton Capital Management Inc.

Princeton Capital Management Inc. (CRD# 105263) is a financial advisory firm headquartered in Princeton, NJ. They manage $151,319,934 in 342 accounts and serve the financial needs of clients across 20 states (or territories).

By the Numbers
  • Total Assets Under Management
    151
    MILLION
  • Total Number of Accounts
    342
    ACCOUNTS
  • Average Account Value
    $442,456
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, AR, CA, CO, FL, GA, IL, LA, MA, MD, MI, NC, NJ, NY, OH, PA, TN, TX, VA, WV

Financial Advisors at Princeton Capital Management Inc.
Showing 1 - 7 of 7 top financial advisors.
1
Reginald H. Fitzpatrick
CRD#: 849483
47 Hulfish Street, Suite 500, Princeton, NJ 08542
93
Wealthminder
score

Reginald Fitzpatrick (CRD# 849483) is an Investment Advisor Representative working at Princeton Capital Management Inc. in Princeton, NJ and has over 36 years of experience in the finance industry.

2
Jiwon Lee
CRD#: 2955099
47 Hulfish Street, Suite 500, Princeton, NJ 08542
93
Wealthminder
score

Jiwon Lee (CRD# 2955099) is an Investment Advisor Representative working at Princeton Capital Management Inc. in Princeton, NJ and has over 13 years of experience in the finance industry.

3
Daniel P. Mueller
CRD#: 5994283
151 Bodman Place, Red Bank, NJ 07701
90
Wealthminder
score

Daniel Mueller (CRD# 5994283) is an Investment Advisor Representative working at Princeton Capital Management Inc. in Red Bank, NJ and has over 5 years of experience in the finance industry.

4
James Fitzpatrick
CRD#: 2194760
47 Hulfish Street Suite 500, Princeton, NJ 08542
87
Wealthminder
score

James Fitzpatrick (CRD# 2194760) is an Investment Advisor Representative working at Princeton Capital Management Inc. in Princeton, NJ and has 1 year of experience in the finance industry.

5
Steven H. Reynolds
CRD#: 1367637
47 Hulfish Street, Suite 500, Princeton, NJ 08542
87
Wealthminder
score

Steven Reynolds (CRD# 1367637) is an Investment Advisor Representative working at Princeton Capital Management Inc. in Princeton, NJ and has over 2 years of experience in the finance industry.

6
Herman C. Pitts
CRD#: 844354
1014 West 36th, Baltimore, MD 21211
83
Wealthminder
score

Herman Pitts (CRD# 844354) is an Investment Advisor Representative working at Princeton Capital Management Inc. in Baltimore, MD and has over 34 years of experience in the finance industry.

7
Alfred R. Berkeley
CRD#: 19441
1014 West 36th Street, Baltimore, MD 21211
73
Wealthminder
score

Alfred Berkeley (CRD# 19441) is an Investment Advisor Representative working at Princeton Capital Management Inc. in Baltimore, MD and has over 12 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.