RIA Intel›Advisers›Ohio›PRINCETON CENTER PLANNING AND INVESTMENTS, LLC

PRINCETON CENTER PLANNING AND INVESTMENTS, LLC

Advisory

BRUNSWICK, OH

Data as of Mar 31, 2026 · Source: SEC Form ADV

Average account

$109K

across 327 accounts

AUM per adviser

$36M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM

$36M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$36M

Discretionary AUM$36M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients327

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL, OH

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

327 clients

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

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Advisers of similar size in OH

Closest by assets under management. All figures from Form ADV.

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FIDUCIA WEALTH MANAGEMENT LLC

UPPER ARLINGTON, OH

$36M

SORFIS INVESTMENTS, LLC

$35M

PARLAN FINANCIAL CORP

$35M

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