Princeton Investment Management Company

RIASEC RegisteredEst. 1987
Total AUM
$112M
Discretionary
$26.5M
24% of AUM
Avg account
$5.6M
Accounts
20
Employees
2
Advisory reps
2

Firm details

Headquarters
,
CRD number
105891
Registered since
May 11, 1987
Custodians
CHARLES SCHWAB & CO., INC., MORGAN STANLEY & CO. LLC
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI99.31%
  • Individuals0.69%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Princeton Investment Management Company is a small, client-focused advisory firm that provides portfolio management for individuals and small businesses. The firm charges a mix of percentage-of-AUM fees and fixed fees and serves individual and family clients rather than institutional plans. Its disclosed investment preference is equity‑oriented, with a clear tilt toward exchange‑traded holdings and a reliance on liquid, marketable securities to implement client strategies. Services are delivered across both discretionary and non‑discretionary mandates, reflecting a mix of delegated portfolio authority and consultative client relationships.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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 79%, Public Funds/Mutual Funds 12%, Cash & Cash Equivalents 10%79%
  • Exchange Traded Equities79%
  • Public Funds/Mutual Funds12%
  • Cash & Cash Equivalents10%

Contacts

2 of 2
  • William Primm

    PresidentCRD 4326726

  • Muriel Primm

    Vice PresidentCRD 4389765

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth