PRINCETON CENTER PLANNING AND INVESTMENTS, LLC

PRINCETON CENTER PLANNING AND INVESTMENTS, LLC of BRUNSWICK, OH is an SEC-registered investment adviser (CRD 147112). Regulatory assets under management: $35.8M.

Registration

• CRD: 147112
• Type: Registered investment adviser
• Location: 4178 CENTER ROAD, BRUNSWICK, OH, 44212
• Phone: 330-273-8787
• Latest filing: 2026-03-31
• Regulatory AUM: $35.8M
• Discretionary AUM: $35.8M
• Clients: 2
• Accounts: 327

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth, Pooled vehicles, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 147112 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search