Princeton Global Asset Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Princeton, NJ. Its latest Form ADV filing, dated March 24, 2026, reports $921M in regulatory assets under management, 22 employees, and 1,229 accounts.
Assets Under Management
$921M
Employees
22
Offices
--
Total Clients
365
Primary office
PRINCETON, NJ
17 HULFISH STREET, SUITE 240, PRINCETON, NJ, United States
Top client segmentIndividuals represent 52.1% of total clients.
Top client categories% of clientsClients
1
Individuals
52.1%
190
2
HNWI
45.5%
166
3
Pension Plans
2.5%
9
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$921Mas of March 24, 2026
Discretionary95.9%
$883M
96% of total RAUM95.9%
Non-discretionary4.1%
$38M
4% of total RAUM4.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$921M
Total Accounts1,229
10Y AUM Change+$760M (+471.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees22
Clients per Employee17:1
10Y Employee Change+15 (+214.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.