Princeton Global Asset Management LLC

Princeton Global Asset Management LLC (CRD# 146644) is a financial advisory firm headquartered in Princeton, NJ. They manage $161,263,747 in 136 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    161
    MILLION
  • Total Number of Accounts
    136
    ACCOUNTS
  • Average Account Value
    $1,185,763
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
  • Educational seminars/workshops
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.

FL, LA, NJ, NY, PA, TX

Financial Advisors at Princeton Global Asset Management LLC
Showing 1 - 8 of 8 top financial advisors.
1
Paul J. Gerard
CRD#: 818050
44 Nassau Street, Suite 370, Princeton, NJ 08542
96
Wealthminder
score

Paul Gerard (CRD# 818050) is an Investment Advisor Representative working at Princeton Global Asset Management LLC in Princeton, NJ and has over 30 years of experience in the finance industry.

2
Joel Heymsfeld
CRD#: 244888
44 Nassau Street, Suite 370, Princeton, NJ 08542
96
Wealthminder
score

Joel Heymsfeld (CRD# 244888) is an Investment Advisor Representative working at Princeton Global Asset Management LLC in Princeton, NJ and has over 26 years of experience in the finance industry.

3
Brett M. Shaver
CRD#: 4575305
44 Nassau Street, Suite 370, Princeton, NJ 08542
96
Wealthminder
score

Brett Shaver (CRD# 4575305) is an Investment Advisor Representative working at Princeton Global Asset Management LLC in Princeton, NJ and has over 15 years of experience in the finance industry.

4
Jeffrey S. Baumann
CRD#: 1989836
,
93
Wealthminder
score

Jeffrey Baumann (CRD# 1989836) is an Investment Advisor Representative working at Princeton Global Asset Management LLC in , and has over 28 years of experience in the finance industry.

5
Daniel J. Goldman
CRD#: 2095241
,
93
Wealthminder
score

Daniel Goldman (CRD# 2095241) is an Investment Advisor Representative working at Princeton Global Asset Management LLC in , and has over 27 years of experience in the finance industry.

6
John M. Kuzan
CRD#: 1713110
Princeton, NJ
93
Wealthminder
score

John Kuzan (CRD# 1713110) is an Investment Advisor Representative working at Princeton Global Asset Management LLC in Princeton, NJ and has over 30 years of experience in the finance industry.

7
Robert G. Spadaford
CRD#: 5063208
44 Nassau Street, Suite 370, Princeton, NJ 08542
93
Wealthminder
score

Robert Spadaford (CRD# 5063208) is an Investment Advisor Representative working at Princeton Global Asset Management LLC in Princeton, NJ and has over 12 years of experience in the finance industry.

8
Robert C. Kuzniacki
CRD#: 5067721
44 Nassau Street, Suite 370, Princeton, NJ 08542
83
Wealthminder
score

Robert Kuzniacki (CRD# 5067721) is an Investment Advisor Representative working at Princeton Global Asset Management LLC in Princeton, NJ and has over 9 years of experience in the finance industry.

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