P
CRD: 105891
Princeton Investment Management Company
Cream Ridge, NJ
6097586502
$111.8M Total AUM
$26.5M Disc. AUM
-4.9% 3Y CAGR
2 Employees
13 ADV. Clients
39 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Morgan Stanley · Vanguard
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-11-1987
- Office Locations
- 2
Office Locations
163 Burlington Path Suite J Cream Ridge NJ
-- Cream Ridge NJ
About Princeton Investment Management Company
Princeton Investment Management Company is a Cream Ridge-based RIA with 2 offices. The firm has been operating for 39 years. Managing $111.8M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Morgan Stanley. Services offered include Asset Management, Insurance, Portfolio Construction.
Team overview
-- AVG AGE
$111.8M AVG AUM / ADVISOR
$8.6M AVG AUM / CLIENT
31.6 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
39yrs Firm Age
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Asset Classes
Timber
Investment Themes
Pioneer zenith Vector
Investment Vehicles
Wave capital
Services
North prime Summit Meridian
Owner & Executives
W
WILLIAM FRANCIS PRIMM
Chief Compliance Officer, Owner, President
- CRD
- #4326726
- Ownership
- 75% or more
(240) 310-4748
glacier.beacon@summitcapital.com
in linkedin.com/in/value-frontier
M
MURIEL PRIMM
Portfolio Manager, VICE PRESIDENT
- CRD
- --
- Ownership
- Less than 5%
(674) 429-4616
optima.vital@meridiancapital.com
in linkedin.com/in/peak-focus
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $26,524,326 | $1,657,770 |
| Non-Discretionary | $85,295,548 | $21,323,887 |
| Total | $111,819,874 | $5,590,994 |
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Separately Managed Accounts
Total SMA Asset: $111,819,874
Equity - Exchange:
53.6% Public Funds:
14.6% Cash:
31.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,943,983,046 | 53.6% |
| Public Funds | $1,074,293,889 | 14.6% |
| Cash | $2,339,900,390 | 31.8% |
| Total | $7,358,177,325 | 100.0% |