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| Princeton Global Asset Management LLC
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| |
|---|---|
| CRD # | 146644 |
| SEC # | 801-71305 |
| CIK # | 0001767349 |
| AUM | $605.8 MM (2024-03-07) |
| Employees | 15 (87% Investors, 0% Brokers) |
| Phone | 609-945-1781 |
| Address | 17 Hulfish Street Princeton, NJ 08542 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| MSFT | 1,918,222.4 | 28.4 | |
| AVGO | 201,282.9 | 25.0 | |
| TSM | 437,370.3 | 17.2 | |
| JPM | 340,169.2 | 12.4 | |
| BX | 69,051.8 | 12.4 | |
| AAPL | 2,382,844.0 | 11.8 | |
| UNH | 477,004.0 | 11.4 | |
| GOOGL | 1,475,138.5 | 10.8 | |
| JNJ | 465,600.2 | 10.6 | |
| CRH | 26,132.3 | 8.8 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 239 | 93.5 |
| (b) Individuals (high net worth individuals) | 143 | 485.9 |
| (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 | 10 | 26.4 |
| (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 | 1,001 | 605.8 |
| By Discretionary | ||
| Discretionary | 991 | 579.4 |
| Non-Discretionary | 10 | 26.4 |
| Total | 1,001 | 605.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 605.8 | |
| Total | 1,001 | 605.8 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001767349] |
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