Princeton Value Advisors, LLC

Princeton Value Advisors, LLC (CRD# 143794) is a financial advisory firm headquartered in , . They manage $2,278,000 in 5 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    5
    ACCOUNTS
  • Average Account Value
    $455,600
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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.

NJ, PA

Financial Advisors at Princeton Value Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
1
David H. Wertz
CRD#: 5322121
Princeton, NJ
93
Wealthminder
score

David Wertz (CRD# 5322121) is an Investment Advisor Representative working at Princeton Value Advisors, LLC in Princeton, NJ and has over 9 years of experience in the finance industry.

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