Prince Asset Management Inc

-

Assets, Funds, Holdings

Home | Sign Up | Log In
Message
Happy Holidays!! thanks for using AUM13F!!
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
Prince Asset Management Inc
CRD #141567
SEC #801-130425
CIK #
AUM $122.7 M (2025-03-29)
Employees 2 (100% Investors, 0% Brokers)
Phone941-363-9090
Address2033 Main Street
Sarasota, FL 34236
Source [IAPD] [Website]
Total AUM ($M)
13010478522602011201620212026
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 132 122.7
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 198 122.7
By Discretionary
Discretionary 198 122.7
Non-Discretionary 0 0.0
Total 198 122.7
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 122.7
Total 198 122.7
Comparable Firms State AUM ($B)
Stapp Wealth Management PLLC
WA 0.1
Syndicated Capital Inc
CA 0.1
Wheels UP Wealth Inc
CA 0.1
Forefront Asset Management LLC
VA 0.1
Copia Wealth Management LLC
OR 0.1
River Crescent Advisors LLC
VA 0.1
Manna Wealth Management Inc
FL 0.1
FOG City Advisors LLC
CA 0.1
Aqua Capital Advisors LLC
CA 0.1
Lifeplan Financial LLC
MN 0.1
Terms | Privacy | Guide
tony@aum13f.com