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).
Total Assets Under Management2MILLION
Total Number of Accounts5ACCOUNTS
Average Account Value$455,600
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
David Wertz (CRD# 5322121) is an Investment Advisor Representative working at Princeton Value Advisors, LLC in Princeton, NJ and has over 10 years of experience in the finance industry.