Prince Financial Advisory LLC

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Prince Financial Advisory LLC
CRD #131234
SEC #801-79626
CIK #
AUM 62.2 M (2026-02-13)
Employees 1 (100% Investors, 0% Brokers)
Phone212-286-1372
Address251 E 32nd Street
New York, NY 10016
Source [IAPD] [Website] [LinkedIn] [Facebook]
Total AUM ($M)
705642281402010201520212027
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 35 16.7
(b) Individuals (high net worth individuals) 25 45.5
(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 121 62.2
By Discretionary
Discretionary 121 62.2
Non-Discretionary 0 0.0
Total 121 62.2
By Non-United States Persons
Non-United States Persons 0.4
United States Persons 61.8
Total 121 62.2
Firm Profile (Form ADV)
Discretionary AUM$0.0B
Clients1 (2 non-US)
ServesRetail
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