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| Princeton Global Asset Management LLC
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|---|---|
| CRD # | 146644 |
| SEC # | 801-71305 |
| CIK # | 0001767349 |
| AUM | 921.3 M (2026-03-24) |
| Employees | 22 (77% Investors, 0% Brokers) |
| Phone | 609-945-1781 |
| Address | 17 Hulfish Street Princeton, NJ 08542 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Taiwan Semiconductor Manufacturing Co Ltd | 47.0 | ||
| Broadcom Inc | 40.7 | ||
| Microsoft Corp | 26.9 | ||
| Quanta Services Inc | 25.4 | ||
| Alphabet Inc | 23.3 | ||
| J P Morgan Chase & Co | 21.1 | ||
| Apple Inc | 15.6 | ||
| Blackstone Group LP | 13.8 | ||
| Entergy Corp /DE/ | 13.3 | ||
| CRH Public Ltd Co | 12.6 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 190 | 88.6 |
| (b) Individuals (high net worth individuals) | 166 | 793.5 |
| (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 | 9 | 38.0 |
| (h) Charitable organizations | 0 | 0.3 |
| (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 | 1.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,229 | 921.3 |
| By Discretionary | ||
| Discretionary | 1,220 | 883.4 |
| Non-Discretionary | 9 | 38.0 |
| Total | 1,229 | 921.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 921.3 | |
| Total | 1,229 | 921.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001767349] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail, Research |
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