RIA Intel›Advisers›Florida›PRINCETON ASSET MANAGEMENT, LLC

PRINCETON ASSET MANAGEMENT, LLC

Advisory

BOCA RATON, FL

Data as of May 18, 2026 · Source: SEC Form ADV

Rank in FL

#1,463

of 2,610 advisers by AUM

Average account

$696K

across 102 accounts

AUM per adviser

$36M

2 advisers

Source: SEC Form ADV. Figures as filed May 18, 2026.

Total AUM

$71M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$71M

Discretionary AUM$68M

Non-Discretionary AUM$3M

Discretionary %95.2%

Total Clients42

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InDC, FL, NH

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

42 clients

39 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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