PRINCETON ASSET MANAGEMENT, LLC

PRINCETON ASSET MANAGEMENT, LLC of BOCA RATON, FL is an SEC-registered investment adviser (CRD 148087). Regulatory assets under management: $71.0M.

Registration

• CRD: 148087
• Type: Registered investment adviser
• Location: 621 NW 53RD STREET, BOCA RATON, FL, 33487
• Phone: 561-528-1356
• Latest filing: 2026-05-18
• Regulatory AUM: $71.0M
• Discretionary AUM: $67.6M
• Non-discretionary AUM: $3.4M
• Clients: 2
• Accounts: 102

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 148087 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search