PRINCETON GLOBAL ASSET MANAGEMENT LLC

HTTP://WWW.PGAM-LLC.COM PRINCETON, NJ How do I update this listing?

Princeton Global Asset Management is based out of Princeton. Princeton Global Asset Management is a large advisory firm with 86 clients and discretionary assets under management (AUM) of $200,798,341 (Form ADV from 2019-01-31). Their last reported 13F filing for Q4 2018 included $113,398,000 in managed 13F securities and a top 10 holdings concentration of 29.02%. Princeton Global Asset Management's largest holding is Berkshire Hathaway Inc Class B with shares held of 23,345. Whalewisdom has at least 1 13F filings

Download 13F Summary to Excel Create Email Alert

12/31/2018

Top Sells

  • Name% Change

12/31/2018

13F Sector Allocation Over Time


Refresh Advanced Export Download CSV Download Excel (.xlsx) Download TSV
Filter by:

Security Types:

Refresh
*Shares are split adjusted
Click here to report any possible errors with this listing.
13F Filings Available:
  • 2018-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

PRINCETON GLOBAL ASSET MANAGEMENT LLC
44 NASSAU STREET SUITE 370
PRINCETON NJ    08542
Country: United States

Business Phone: 609-945-1781
Fax: 609-356-0832
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: NJ
Number of employees: 9
Other Business Activities: insurance broker or agent
Advisor Fees/Compensation: Percentage of assets under management,Fixed fees
Amount of client funds and securities:
Total Number of Clients: 86
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

Sign in to see

Form 4 - Recent Insider Transactions

Loading...

Elevate your investments