Princeton Global Asset Management LLC

Princeton Global Asset Management LLC (CRD# 146644) is a financial advisory firm headquartered in Princeton, NJ. They manage $605,788,806 in 1,001 accounts and serve the financial needs of clients across 8 states (or territories).

Current Firm Details
17 Hulfish Street, Suite 240, Princeton, NJ 08542
https://www.princetonglobal.com/
By the Numbers
  • Total Assets Under Management
    606
    MILLION
  • Total Number of Accounts
    1,001
    ACCOUNTS
  • Average Account Value
    $605,184
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CT, DE, FL, NJ, NY, PA, TX

Financial Advisors at Princeton Global Asset Management LLC
Showing 1 - 10 of 14 top financial advisors.
1
Tara Bansal, financial advisor Princeton NJ
Tara C. Bansal
CRD#: 5491146
17 Hulfish Street, Suite 240, Princeton, NJ 08542

Tara Bansal (CRD# 5491146) is an Investment Advisor Representative working at Princeton Global Asset Management LLC in Princeton, NJ and has over 16 years of experience in the finance industry.

2
Paul Gerard, financial advisor Princeton NJ
Paul J. Gerard
CRD#: 818050
17 Hulfish Street, Suite 240, Princeton, NJ 08542

Paul Gerard (CRD# 818050) is an Investment Advisor Representative working at Princeton Global Asset Management LLC in Princeton, NJ and has over 36 years of experience in the finance industry.

3
Joel Heymsfeld, financial advisor Princeton NJ
Joel Heymsfeld
CRD#: 244888
17 Hulfish Street, Suite 240, Princeton, NJ 08542

Joel Heymsfeld (CRD# 244888) is an Investment Advisor Representative working at Princeton Global Asset Management LLC in Princeton, NJ and has over 32 years of experience in the finance industry.

4
William Kufta, financial advisor Princeton NJ
William L. Kufta
CRD#: 2173222
17 Hulfish Street, Suite 240, Princeton, NJ 08542

William Kufta (CRD# 2173222) is an Investment Advisor Representative working at Princeton Global Asset Management LLC in Princeton, NJ and has over 8 years of experience in the finance industry.

5
Paul Lebowitz, financial advisor Princeton NJ
Paul A. Lebowitz
CRD#: 1641591
17 Hulfish Street, Suite 240, Princeton, NJ 08542

Paul Lebowitz (CRD# 1641591) is an Investment Advisor Representative working at Princeton Global Asset Management LLC in Princeton, NJ and has over 37 years of experience in the finance industry.

6
Brendan McPoyle, financial advisor Havertown PA
Brendan J. McPoyle
CRD#: 4322013
Havertown, PA

Brendan McPoyle (CRD# 4322013) is an Investment Advisor Representative working at Princeton Global Asset Management LLC in Havertown, PA and has over 21 years of experience in the finance industry.

7
Richard Moseley, financial advisor Princeton NJ
Richard M. Moseley
CRD#: 1370519
17 Hulfish Street, Suite 240, Princeton, NJ 08542

Richard Moseley (CRD# 1370519) is an Investment Advisor Representative working at Alpha Risk Management, LLC in Princeton, NJ and has over 30 years of experience in the finance industry.

8
Marcell Pickens, financial advisor Piscataway NJ
Marcell L. Pickens
CRD#: 5293016
Piscataway, NJ

Marcell Pickens (CRD# 5293016) is an Investment Advisor Representative working at Princeton Global Asset Management LLC in Piscataway, NJ and has over 16 years of experience in the finance industry.

9
Brett Shaver, financial advisor Princeton NJ
Brett M. Shaver
CRD#: 4575305
17 Hulfish Street, Suite 240, Princeton, NJ 08542

Brett Shaver (CRD# 4575305) is an Investment Advisor Representative working at Princeton Global Asset Management LLC in Princeton, NJ and has over 21 years of experience in the finance industry.

10
Robert Spadaford, financial advisor Princeton NJ
Robert G. Spadaford
CRD#: 5063208
17 Hulfish Street, Suite 240, Princeton, NJ 08542

Robert Spadaford (CRD# 5063208) is an Investment Advisor Representative working at Princeton Global Asset Management LLC in Princeton, NJ and has over 18 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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