PRINCETON ADVISORY GROUP, INC.
CRD #129108 SEC #801-62702 HAMILTON, NJ 609-514-9200
SEC Registered Disclosures
Total AUM
$95.4M
Discretionary
$95.4M
Employees
1
Clients
--
Accounts
2
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2019 | $95.4M | $95.4M | $0 | 1 | 2 |
| Mar 2019 | $95.4M | $95.4M | $0 | 2 | 2 |
| Mar 2018 | $238.5M | $238.5M | $0 | 5 | 8 |
| Oct 2017 | $373.5M | $373.5M | $0 | 5 | 11 |
| Oct 2017 | $373.5M | $373.5M | $0 | 5 | 11 |
| Mar 2017 | $579.7M | $579.7M | $0 | 10 | 11 |
| Dec 2016 | $681.4M | $681.4M | $0 | 12 | 11 |
| Oct 2016 | $681.4M | $681.4M | $0 | 12 | 11 |
| Jun 2016 | $681.4M | $681.4M | $0 | 12 | 11 |
| Jun 2016 | $681.4M | $681.4M | $0 | 12 | 11 |
| Mar 2016 | $667M | $667M | $0 | 12 | 11 |
| Sep 2015 | $1.1B | $1.1B | $0 | 12 | 11 |
| Mar 2015 | $1.1B | $1.1B | $0 | 12 | 11 |
| Mar 2014 | $1B | $1B | $0 | 11 | 11 |
| Dec 2013 | $1.3B | $1.3B | $0 | 11 | 1 |
| Oct 2013 | $1.3B | $1.3B | $0 | 11 | 1 |
| Jun 2013 | $1.3B | $1.3B | $0 | 11 | 1 |
| Apr 2013 | $1.3B | $1.3B | $0 | 11 | 1 |
| Apr 2012 | $1.6B | $1.6B | $0 | 11 | 11 |
| Apr 2012 | $1.6B | $1.6B | $0 | 11 | 11 |
| Aug 2011 | $2.6B | $2.6B | $0 | -- | -- |
| Mar 2011 | $2.6B | $2.6B | $0 | -- | -- |
| Oct 2009 | $9.6B | $9.6B | $0 | -- | -- |
| Mar 2008 | $13.3B | $13.3B | $0 | -- | -- |
| Apr 2007 | $8.4B | $8.4B | $0 | -- | -- |
| Mar 2007 | $8.4B | $8.4B | $0 | -- | -- |
| Jan 2007 | $7.7B | $7.7B | $0 | -- | -- |
| Jan 2007 | $7.7B | $7.7B | $0 | -- | -- |
| Nov 2006 | $6.2B | $6.2B | $0 | -- | -- |
| Feb 2006 | $4.6B | $4.6B | $0 | -- | -- |
| Dec 2005 | $2.6B | $2.6B | $0 | -- | -- |
| Jun 2005 | $2.6B | $2.6B | $0 | -- | -- |
| Jun 2005 | $2.1B | $2.1B | $0 | 10 | -- |
| Jun 2004 | $700M | $700M | $0 | 10 | -- |
| Jan 2004 | $170M | $170M | $0 | 5 | -- |
DateOct 2019
Total AUM$95.4M
Discretionary$95.4M
Non-Disc.$0
Employees1
Clients2
DateMar 2019
Total AUM$95.4M
Discretionary$95.4M
Non-Disc.$0
Employees2
Clients2
DateMar 2018
Total AUM$238.5M
Discretionary$238.5M
Non-Disc.$0
Employees5
Clients8
DateOct 2017
Total AUM$373.5M
Discretionary$373.5M
Non-Disc.$0
Employees5
Clients11
DateOct 2017
Total AUM$373.5M
Discretionary$373.5M
Non-Disc.$0
Employees5
Clients11
DateMar 2017
Total AUM$579.7M
Discretionary$579.7M
Non-Disc.$0
Employees10
Clients11
DateDec 2016
Total AUM$681.4M
Discretionary$681.4M
Non-Disc.$0
Employees12
Clients11
DateOct 2016
Total AUM$681.4M
Discretionary$681.4M
Non-Disc.$0
Employees12
Clients11
DateJun 2016
Total AUM$681.4M
Discretionary$681.4M
Non-Disc.$0
Employees12
Clients11
DateJun 2016
Total AUM$681.4M
Discretionary$681.4M
Non-Disc.$0
Employees12
Clients11
DateMar 2016
Total AUM$667M
Discretionary$667M
Non-Disc.$0
Employees12
Clients11
DateSep 2015
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees12
Clients11
DateMar 2015
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees12
Clients11
DateMar 2014
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees11
Clients11
DateDec 2013
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees11
Clients1
DateOct 2013
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees11
Clients1
DateJun 2013
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees11
Clients1
DateApr 2013
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees11
Clients1
DateApr 2012
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees11
Clients11
DateApr 2012
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees11
Clients11
DateAug 2011
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$0
Employees--
Clients--
DateMar 2011
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$0
Employees--
Clients--
DateOct 2009
Total AUM$9.6B
Discretionary$9.6B
Non-Disc.$0
Employees--
Clients--
DateMar 2008
Total AUM$13.3B
Discretionary$13.3B
Non-Disc.$0
Employees--
Clients--
DateApr 2007
Total AUM$8.4B
Discretionary$8.4B
Non-Disc.$0
Employees--
Clients--
DateMar 2007
Total AUM$8.4B
Discretionary$8.4B
Non-Disc.$0
Employees--
Clients--
DateJan 2007
Total AUM$7.7B
Discretionary$7.7B
Non-Disc.$0
Employees--
Clients--
DateJan 2007
Total AUM$7.7B
Discretionary$7.7B
Non-Disc.$0
Employees--
Clients--
DateNov 2006
Total AUM$6.2B
Discretionary$6.2B
Non-Disc.$0
Employees--
Clients--
DateFeb 2006
Total AUM$4.6B
Discretionary$4.6B
Non-Disc.$0
Employees--
Clients--
DateDec 2005
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$0
Employees--
Clients--
DateJun 2005
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$0
Employees--
Clients--
DateJun 2005
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees10
Clients--
DateJun 2004
Total AUM$700M
Discretionary$700M
Non-Disc.$0
Employees10
Clients--
DateJan 2004
Total AUM$170M
Discretionary$170M
Non-Disc.$0
Employees5
Clients--