Princeton Global Asset Management LLC
● SEC registered since 2010CRD 146644SEC# 801-71305Princeton, NJ
Reg. AUM
$921.3M
Employees
22
Accounts
1,229
Location
Princeton, NJ
Princeton Global Asset Management LLC assets under management
Princeton Global Asset Management LLC is an SEC-registered investment adviser based in Princeton, NJ. The firm has been registered since 2010. It reports $921.3 million in regulatory assets under management and employs 22 people.
Princeton Global Asset Management LLC owners & executives
8 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brett Michael Shaver Control | President | 50-75% | 2016 |
| Daniel John Hanley | Wealth Manager | Under 5% | 2025 |
| Erica Susan Bullinger Control | Coo And Cco | Under 5% | 2025 |
| Estate of Antonio O. Elmaleh Control | Member | 10-25% | 2021 |
| Joel Heymsfeld | Chief Investment Officer | Under 5% | 2009 |
| Paul Jeffrey Gerard Control | Chairman | 5-10% | 2008 |
| Richard Michael Moseley Control | Senior Wealth Manager | Under 5% | 2021 |
| Tara Conti Bansal | Chief People Officer | Under 5% | 2025 |
Frequently asked questions
How much does Princeton Global Asset Management LLC manage?
Princeton Global Asset Management LLC reports $921.3 million in regulatory assets under management on its Form ADV.
How many employees does Princeton Global Asset Management LLC have?
Princeton Global Asset Management LLC reports 22 employees.
Where is Princeton Global Asset Management LLC located?
Princeton Global Asset Management LLC is based in Princeton, NJ and has been SEC-registered since 2010.
Does Princeton Global Asset Management LLC disclose fund performance?
Princeton Global Asset Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 17 Hulfish Street, Suite 240, Princeton, NJ 08542 |
| Phone | 609-945-1781 |
| Fax | 609-356-0832 |
| Office hours | 9 a.m. To 5 p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$921.3M▲ 52%
Jan '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 35%
Larger than 65% of 16,306 advisers
EmployeesTop 22%
More than 78% of 16,824 advisers
Assets under management
$921.3Mregulatory AUM
Discretionary $883.4MNon-discretionary $38M