Princeton Portfolio Strategies Group LLC

Princeton Portfolio Strategies Group LLC (CRD# 158570) is a financial advisory firm headquartered in Princeton, NJ. They manage $371,417,104 in 393 accounts and serve the financial needs of clients across 15 states (or territories).

By the Numbers
  • Total Assets Under Management
    371
    MILLION
  • Total Number of Accounts
    393
    ACCOUNTS
  • Average Account Value
    $945,082
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
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.

CA, CO, CT, DC, FL, MA, MD, ME, NC, NH, NJ, NY, PA, TX, VA

Financial Advisors at Princeton Portfolio Strategies Group LLC
Showing 1 - 5 of 5 top financial advisors.
1
Alan M. Moucha
CRD#: 1082811
212 Carnegie Center, Suite 206, Princeton, NJ 08540
96
Wealthminder
score

Alan Moucha (CRD# 1082811) is an Investment Advisor Representative working at Princeton Portfolio Strategies Group LLC in Princeton, NJ and has over 23 years of experience in the finance industry.

2
John J. Capodici
CRD#: 1938918
212 Carnegie Center, Suite 206, Princeton, NJ 08540
93
Wealthminder
score

John Capodici (CRD# 1938918) is an Investment Advisor Representative working at Princeton Portfolio Strategies Group LLC in Princeton, NJ and has over 25 years of experience in the finance industry.

3
George A. Decesare
CRD#: 2823973
212 Carnegie Center, Suite 206, Princeton, NJ 08540
93
Wealthminder
score

George Decesare (CRD# 2823973) is an Investment Advisor Representative working at Princeton Portfolio Strategies Group LLC in Princeton, NJ and has over 19 years of experience in the finance industry.

4
Carlton O. Savoye
CRD#: 4577607
212 Carnegie Center, Suite 206, Princeton, NJ 08540
90
Wealthminder
score

Carlton Savoye (CRD# 4577607) is an Investment Advisor Representative working at Princeton Portfolio Strategies Group LLC in Princeton, NJ and has 1 year of experience in the finance industry.

5
William H. Hamill
CRD#: 2214618
212 Carnegie Center, Suite 206, Princeton, NJ 08540
87
Wealthminder
score

William Hamill (CRD# 2214618) is an Investment Advisor Representative working at Princeton Portfolio Strategies Group LLC in Princeton, NJ and has 1 year of experience in the finance industry.

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