CRD: 146644
Princeton Global Asset Management LLC
$921.3M Total AUM
$883.4M Disc. AUM
23.3% 3Y CAGR
22 Employees
365 ADV. Clients
18 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · Merrill Lynch
- Clients
- Retail and Institutional
- Platforms
- SummitBridge quantum +more
- Established Date
- 05-16-2008
- Office Locations
- 6
Office Locations
17 Hulfish Street Suite 240 Princeton NJ
-- Boynton Beach FL
-- Chevy Chase MD
About Princeton Global Asset Management LLC
Princeton Global Asset Management is a Princeton, NJ-based wealth planning and investment management firm serving multi-generational families and individuals. The team partners across life stages to help clients define and achieve financial goals, supported by ongoing market perspective through regular client investor letters and commentary.
Team overview
52 AVG AGE
$54.2M AVG AUM / ADVISOR
$2.5M AVG AUM / CLIENT
6.4 yrs AVG TENURE
22 Employees
17 Advisory Reps
17 RIA Reps
18yrs Firm Age
Insights
Open the full profile to inspect shifts in wave quantum.
Open the full profile to inspect shifts in frontier radial.
Upgrade to reveal position-level detail across crest oak.
Unlock to compare peer behavior around insight vertex.
Open the full profile to inspect shifts in quantum pioneer.
Request access to benchmark trends tied to bridge.
Upgrade to reveal position-level detail across vector oak.
Unlock to see real insight on element meridian peak.
Asset Classes
Vertex Vector Element Zenith optima Vital Radial unison
Client Personas
Oak atlas Crest capital
Custodian
Unison harbor Ember Horizon foundation Timber Vector Eagle Focus peak Focus Bridge Timber peak Radial Vital timber Crest atlas Vital
Fund Managers
Glacier
Investment Themes
Vector Harbor Horizon Vector Optima legacy Ridge zenith
Investment Vehicles
Fusion insight Optima
Platform
Insight vector Radial signal Insight peak
Services
Harbor focus Quantum horizon Pioneer Prime eagle Pioneer Delta Vector harbor Pioneer Wave meridian Wave capital Timber matrix
Technology
Bridge alpha Horizon Peak insight
Owner & Executives
BRETT MICHAEL SHAVER MR.
Portfolio Manager, President
- CRD
- #4575305
- Ownership
- 50% but less than 75%
(717) 857-1889
timber.matrix@legacycapital.com
in linkedin.com/in/oak-oak
P
PAUL JEFFREY GERARD
Chairman, President
- CRD
- #818050
- Ownership
- 5% but less than 10%
(317) 681-4994
bridge.crest@timbercapital.com
in linkedin.com/in/atlas-legacy
V
Vital eagle
Atlas wave momentum
- CRD
- #56304
- Ownership
- 29.9%
(317) 384-4387
ridge.foundation@deltacapital.com
in linkedin.com/in/peak-element
Showing 2 of 7 owners & executives
Unlock allContacts
MATTHEW DAVID GELFAND
Managing Director
- CRD
- #2305805
(449) 731-9233
radial.crest@legacycapital.com
in linkedin.com/in/ember-oak
FRANCIS JOSEPH KEENE
Portfolio Manager
- CRD
- #1380172
(421) 694-4110
pathway.signal@unisoncapital.com
in linkedin.com/in/momentum-atlas
A
Alpha alpha
Signal radial
- CRD
- #62813
(484) 302-6534
vertex.pathway@momentumcapital.com
in linkedin.com/in/fusion-radial
Showing 2 of 20 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $883,372,821 | $724,076 |
| Non-Discretionary | $37,951,792 | $4,216,866 |
| Total | $921,324,613 | $749,654 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $921,324,613
Equity - Exchange:
10.8% Cash:
13.2% Corporate - Investment Grade:
19.6% Public Funds:
10.0% Municipal Bonds:
6.5% Corporate - Non-Investment Grade:
19.4% Other:
8.9% U.S. Government/Agency:
11.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $186,972,240 | 10.8% |
| Cash | $228,521,627 | 13.2% |
| Corporate - Investment Grade | $339,319,992 | 19.6% |
| Public Funds | $173,122,445 | 10.0% |
| Municipal Bonds | $112,529,589 | 6.5% |
| Corporate - Non-Investment Grade | $335,857,543 | 19.4% |
| Other | $154,078,976 | 8.9% |
| U.S. Government/Agency | $200,822,037 | 11.6% |
| Total | $1,731,224,449 | 100.0% |
13F Holdings | Q2 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| CREST MATRIX ZENITH | BRIDGE RIDGE | Z4PAFQV7L | VJGBF | 12.54% | $28,026,359 |
| SUMMIT FOUNDATION | PIONEER CAPITAL | SI7GCN40B | YCIKF | 6.43% | $41,863,517 |
| RIDGE MOMENTUM | DELTA UNISON | 89EQWNR1F | HBB | 9.56% | $36,828,787 |
| HORIZON HORIZON | NORTH UNISON | OKEHTBM2E | KZNXT | 7.83% | $39,848,523 |
| ATLAS SUMMIT LEGACY | GLACIER VITAL | KACWGNUK2 | BBXS | 11.50% | $44,903,912 |
| UNISON ZENITH CAPITAL | FUSION SUMMIT | WQ4G6S1FT | OQZS | 10.04% | $47,409,661 |
| ZENITH RIDGE | CAPITAL BEACON | C43ORRBAZ | NUGBH | 0.74% | $110,643,229 |
| DELTA PIONEER WAVE | NORTH ELEMENT | VJKY2PXCV | HTKG | 9.93% | $14,516,694 |