Princeton Global Asset Management LLC

RIASEC RegisteredEst. 2010
Total AUM
$921M
Discretionary
$883M
96% of AUM
Avg account
$750K
Accounts
1,229
Employees
22
Advisory reps
21

Firm details

Headquarters
Princeton, New Jersey
CRD number
146644
Registered since
April 9, 2010
Website
www.princetonglobal.com
Custodians
CHARLES SCHWAB & CO., INC., NATIONAL FINANCIAL SERVICES LLC
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI86.13%
  • Individuals9.61%
  • Pension & Profit Sharing Plans4.12%
  • Corporations / Businesses0.11%
  • Charitable Organizations0.03%
Services
Financial PlanningPortfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Princeton Global Asset Management LLC is an independent registered investment adviser formed in 2010 and organized as an LLC. The firm serves both individual/family and institutional clients, operating on a fee basis that includes percentage-of-AUM and fixed-fee engagements. Its advisory services center on financial planning, discretionary portfolio management for individuals and small businesses, pension consulting, and educational seminars or workshops. The firm reports an affiliation with an insurance company and does not identify as an active ESG investor or a capital allocator to third-party managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 75%, Cash & Cash Equivalents 10%, Investment Grade Corp Bonds 6%, Public Funds/Mutual Funds 4%, State & Local Bonds 2%, US Government Bonds 1%, Non-Investment Grade Corp Bonds 1%, Other 1%75%
  • Exchange Traded Equities75%
  • Cash & Cash Equivalents10%
  • Investment Grade Corp Bonds6%
  • Public Funds/Mutual Funds4%
  • State & Local Bonds2%

Owners & executives

2 of 2
  • Erica Bullinger

    Erica Bullinger

    Chief Compliance Officer, Managing PartnerCRD 5144939

  • Joel Heymsfeld

    Joel Heymsfeld

    Chief Investment OfficerCRD 244888

Contacts

3 of 19
  • James Kilcommons

    James Kilcommons

    Senior Portfolio ManagerCRD 1340382

  • William Kufta

    William Kufta

    Portfolio ManagerCRD 2173222

  • Paul Lebowitz

    RepresentativeCRD 1641591

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 323

Active vs passive

$167M in ETFs

Passive

79%

$131M

Active

19%

$35.8M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE DIVIDEND GROWTH ETF (DGRO)BlackRockPassiveLarge Value$10.6M139,6036.35%
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Location

Primary office

Princeton, NJ

Mercer

Location

Princeton, NJ

Headquartered in Princeton, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
Mercer
Address
17 Hulfish St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth