CRD: 147112
Princeton Center Planning AND Investments, LLC
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- VertexVector value +more
- Established Date
- 09-01-2009
- Office Locations
- 1
Office Locations
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
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
PAUL RUSSELL OFFILL
Chief Investment Officer, MANAGING DIRECTOR, Partner
- CRD
- #2583852
- Ownership
- 50% but less than 75%
PAUL OFFILL
Partner
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $35,750,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $35,750,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $35,750,000
| 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% |