PRINCETON ASSET MANAGEMENT, LLC
Firm details
- Headquarters
- BOCA RATON, Florida
- CRD number
- 148087
- Website
- www.princetonam.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI92.76%
- Charitable Organizations7.24%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Princeton Asset Management, LLC is an independent registered investment adviser organized as a limited liability company. The firm identifies as a capital allocator serving both individuals/families and institutional clients, charging fees as a percentage of assets under management. Its core advisory activity is portfolio management for individuals and small businesses. The firm reports active consideration of environmental, social and governance (ESG) factors in its investment process and lists an industry affiliation with a law firm.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Non-Exchange Traded Equities24%
- Exchange Traded Equities20%
- Non-Investment Grade Corp Bonds16%
- Investment Grade Corp Bonds14%
- Other14%
Owners & executives
2 of 2ADAM FALCON
Chief Investment OfficerCRD 5986933
RUI FALCON
Chief Executive OfficerCRD 4245881
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
BOCA RATON, FL
PALM BEACH
Location
BOCA RATON, FL
Headquartered in BOCA RATON, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- PALM BEACH
- Address
- 621 NW 53rd St
- Time zone
- ET (UTC-5)
- Office locations
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