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Princeton Global Asset Management LLC

● SEC registered since 2010CRD 146644SEC# 801-71305Princeton, NJ
Export (members)
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
NameTitleOwnershipSince
Brett Michael Shaver ControlPresident50-75%2016
Daniel John HanleyWealth ManagerUnder 5%2025
Erica Susan Bullinger ControlCoo And CcoUnder 5%2025
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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

Address17 Hulfish Street, Suite 240, Princeton, NJ 08542
Phone609-945-1781
Fax609-356-0832
Office hours9 a.m. To 5 p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Regulatory AUM

$921.3M▲ 52%
Jan '25 — $605.8MFeb '25 — $605.8MMar '25 — $782.8MApr '25 — $782.8MMay '25 — $782.8MJun '25 — $782.8MJul '25 — $782.8MAug '25 — $782.8MSep '25 — $782.8MOct '25 — $782.8MNov '25 — $782.8MDec '25 — $782.8MJan '26 — $782.8MFeb '26 — $782.8MMar '26 — $921.3MApr '26 — $921.3MMay '26 — $921.3MJun '26 — $921.3M
Jan '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 35%
Larger than 65% of 16,271 advisers
EmployeesTop 22%
More than 78% of 16,825 advisers

Assets under management

$921.3Mregulatory AUM
Discretionary $883.4MNon-discretionary $38M