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Princeton Center Planning AND Investments, LLC

Princeton Center Planning AND Investments, LLC. CRD 147112

P

CRD: 147112

Princeton Center Planning AND Investments, LLC

Brunswick, OH, 44212
3302738787
$35.8M Total AUM
$35.8M Disc. AUM
-- 3Y CAGR
2 Employees
327 ADV. Clients
16 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail
Platforms
VertexVector value +more
Established Date
09-01-2009
Office Locations
1

Office Locations

4178 Center Road Brunswick OH

About Princeton Center Planning AND Investments, LLC

Princeton Center Planning and Investments, LLC is a retail-focused advisory firm providing holistic financial planning and wealth management, including investments, insurance/annuities, tax planning/accounting, and estate planning. Portfolios are implemented primarily with ETFs, and the firm custodies assets with Charles Schwab. Emphasizes coordinating each “gear” of a client’s financial life.

Team overview

52 AVG AGE
$35.8M AVG AUM / ADVISOR
$109.3K AVG AUM / CLIENT
15.1 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
16yrs Firm Age

Insights

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Asset Classes

Delta

Client Personas

Wave

Custodian

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Investment Themes

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Investment Vehicles

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Technology

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Owner & Executives

P

PAUL RUSSELL OFFILL

Chief Investment Officer, MANAGING DIRECTOR, Partner

CRD
#2583852
Ownership
50% but less than 75%
(347) 327-3958
ember.focus@beaconcapital.com
in linkedin.com/in/fusion-vector
P

PAUL OFFILL

Partner

CRD
--
Ownership
Less than 5%
(392) 325-4037
harbor.zenith@foundationcapital.com
in linkedin.com/in/capital-unison

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $35,750,000 --
Non-Discretionary $0 --
Total $35,750,000 --

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Separately Managed Accounts

Total SMA Asset: $35,750,000

$35.8M Total SMA
Equity - Exchange:
62.0%
Cash:
38.0%
Asset class Assets Assets %
Equity - Exchange $5,490,982,610 62.0%
Cash $3,365,440,955 38.0%
Total $8,856,423,565 100.0%

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