CRD: 141567
Prince Asset Management, Inc.
$137.7M Total AUM
$137.7M Disc. AUM
-- 3Y CAGR
3 Employees
138 ADV. Clients
28 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-18-1998
- Office Locations
- 1
Office Locations
2033 Main Street Suite 303 Sarasota FL
About Prince Asset Management, Inc.
Prince Asset Management, Inc. is an independent, fee-only RIA in Sarasota, Florida, providing investment management for individuals and institutions via separately managed portfolios and mutual funds. The firm emphasizes dividend-focused equity strategies aimed at sustainable income and less volatile growth, with client assets custodied at Charles Schwab.
Team overview
-- AVG AGE
$45.9M AVG AUM / ADVISOR
$997.8K AVG AUM / CLIENT
11.1 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
28yrs Firm Age
Insights
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Asset Classes
Peak Ridge radial
Client Personas
Summit
Investment Themes
Glacier peak Pioneer
Investment Vehicles
Timber quantum
Services
Legacy north Eagle Fusion horizon Legacy Timber legacy Value capital Optima
Owner & Executives
R
RICHARD MICHAEL CZERNIAK
Chief Compliance Officer, Director of Accounting, President
- CRD
- #2032774
- Ownership
- 75% or more
(212) 263-3402
meridian.unison@alphacapital.com
in linkedin.com/in/focus-alpha
Showing 1 of 1 owners & executives
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K
Katie Marie Hall
--
- CRD
- #8210492
(664) 933-9166
foundation.insight@insightcapital.com
in linkedin.com/in/fusion-harbor
M
MELISSA M. STOCHL
Owner
- CRD
- #7471369
(665) 724-3223
wave.element@glaciercapital.com
in linkedin.com/in/pioneer-peak
Showing 2 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $137,697,000 | $508,107 |
| Non-Discretionary | $0 | -- |
| Total | $137,697,000 | $508,107 |
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Separately Managed Accounts
Total SMA Asset: $137,697,000
Equity - Exchange:
6.3% Public Funds:
15.1% Cash:
15.3% Corporate - Investment Grade:
23.6% Municipal Bonds:
19.4% U.S. Government/Agency:
20.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $71,182,083 | 6.3% |
| Public Funds | $170,611,024 | 15.1% |
| Cash | $172,870,773 | 15.3% |
| Corporate - Investment Grade | $266,650,343 | 23.6% |
| Municipal Bonds | $219,195,621 | 19.4% |
| U.S. Government/Agency | $229,364,489 | 20.3% |
| Total | $1,129,874,333 | 100.0% |