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
This firm has regulatory disclosures on file.
View disclosures
Firm Details
- Organization Type
- Corporation
- State of Formation
- New Jersey
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 23, 2019
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| D'ANGELO, CHARLES | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| D'ANGELO, CHARLES | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| D'ANGELO, CHARLES | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| HAYS, DAVE | I | SR. PORTFOLIO MANAGER | NA | Control |
| HAYS, DAVE | I | SR. PORTFOLIO MANAGER | NA | Control |
| HAYS, DAVE | I | SR. PORTFOLIO MANAGER | NA | Control |
| LEVIN, MARC, N | I | SR. PORTFOLIO MANAGER | NA | Control |
| LEVIN, MARC, N | I | SR. PORTFOLIO MANAGER | NA | Control |
| LEVIN, MARC, N | I | SR. PORTFOLIO MANAGER | NA | Control |
| LEVIN, MARC, N | I | SR. PORTFOLIO MANAGER | NA | Control |
| MALECKI, PAUL | I | SR. PORTFOLIO MANAGER | NA | Control |
| MALECKI, PAUL | I | PRINCIPAL & SR PORTFOLIO MANAGER | NA | Control |
| MALECKI, PAUL | I | PRINCIPAL & SR PORTFOLIO MANAGER | NA | Control |
| MALECKI, PAUL | I | PRINCIPAL & SR PORTFOLIO MANAGER | NA | Control |
| MALECKI, PAUL | I | PRINCIPAL & SR PORTFOLIO MANAGER | NA | Control |
| MALECKI, PAUL | I | SR. PORTFOLIO MANAGER | NA | |
| MALECKI, PAUL | I | PRINCIPAL & SR PORTFOLIO MANAGER | NA | Control |
| MALECKI, PAUL | I | PRINCIPAL & SR PORTFOLIO MANAGER | NA | Control |
| MALECKI, PAUL | I | PRINCIPAL & SR PORTFOLIO MANAGER | NA | Control |
| MALECKI, PAUL | I | PRINCIPAL & SR PORTFOLIO MANAGER | NA | Control |
| MALECKI, PAUL | I | PRINCIPAL & SR PORTFOLIO MANAGER | NA | Control |
| MALECKI, PAUL | I | PRINCIPAL & SR PORTFOLIO MANAGER | NA | Control |
| MALECKI, PAUL | I | PRINCIPAL & SR PORTFOLIO MANAGER | NA | Control |
| MALECKI, PAUL | I | PRINCIPAL & SR PORTFOLIO MANAGER | NA | Control |
| MALECKI, PAUL | I | PRINCIPAL & SR PORTFOLIO MANAGER | NA | Control |
| MALECKI, PAUL | I | PRINCIPAL & SR PORTFOLIO MANAGER | NA | Control |
| MALECKI, PAUL | I | PRINCIPAL & SR PORTFOLIO MANAGER | NA | Control |
| MALECKI, PAUL | I | PRINCIPAL & SR PORTFOLIO MANAGER | NA | Control |
| MALECKI, PAUL | I | PRINCIPAL & SR PORTFOLIO MANAGER | NA | Control |
| MALECKI, PAUL | I | PRINCIPAL & SR PORTFOLIO MANAGER | NA | Control |
| MALECKI, PAUL | I | PRINCIPAL & SR PORTFOLIO MANAGER | NA | Control |
| OSBORN, SHANE, JUSTIN | I | PRESIDENT | NA | Control |
| OSBORN, SHANE, JUSTIN | I | PRESIDENT | NA | Control |
| OSBORN, SHANE, JUSTIN | I | PRESIDENT | NA | Control |
| SHEEHAN, JOY, A. | I | VP & CHIEF COMPLIANCE OFFICER | NA | Control |
| SHEEHAN, JOY, A. | I | VP & CHIEF COMPLIANCE OFFICER | NA | Control |
| SHEEHAN, JOY, A. | I | VP & CHIEF COMPLIANCE OFFICER | NA | Control |
| SHEEHAN, JOY, A. | I | VP & CHIEF COMPLIANCE OFFICER | NA | Control |
| SHEEHAN, JOY, A. | I | VP & CHIEF COMPLIANCE OFFICER | NA | Control |
| SHEEHAN, JOY, A. | I | VP & CHIEF COMPLIANCE OFFICER | NA | Control |
| SHEEHAN, JOY, A. | I | VP & CHIEF COMPLIANCE OFFICER | NA | Control |
| SHEEHAN, JOY, A. | I | VP & CHIEF COMPLIANCE OFFICER | NA | Control |
| SHEEHAN, JOY, A. | I | VP & CHIEF COMPLIANCE OFFICER | NA | Control |
| SHEEHAN, JOY, A. | I | VP & CHIEF COMPLIANCE OFFICER | NA | Control |
| SHEEHAN, JOY, A. | I | VP & CHIEF COMPLIANCE OFFICER | NA | Control |
| SHEEHAN, JOY, A. | I | VP & CHIEF COMPLIANCE OFFICER | NA | Control |
| SHEEHAN, JOY, A. | I | VP & CHIEF COMPLIANCE OFFICER | NA | Control |
| SHEEHAN, JOY, A. | I | VP & CHIEF COMPLIANCE OFFICER | NA | Control |
| SHEEHAN, JOY, A. | I | VP & CHIEF COMPLIANCE OFFICER | NA | Control |
| SHEEHAN, JOY, A. | I | VP & CHIEF COMPLIANCE OFFICER | NA | Control |
| SHEEHAN, JOY, A. | I | VP & CHIEF COMPLIANCE OFFICER | NA | Control |
| SHEEHAN, JOY, A. | I | VP & CHIEF COMPLIANCE OFFICER | NA | Control |
| SHEEHAN, JOY, A. | I | VP & CHIEF COMPLIANCE OFFICER | NA | Control |
| SHEEHAN, JOY, A. | I | VP & CHIEF COMPLIANCE OFFICER | NA | Control |
| SHEEHAN, JOY, A. | I | VP & CHIEF COMPLIANCE OFFICER | NA | Control |
| SHEEHAN, JOY, A. | I | VP & CHIEF COMPLIANCE OFFICER | NA | Control |
| SHEEHAN, JOY, A. | I | VP & CHIEF COMPLIANCE OFFICER | NA | Control |
| SHEEHAN, JOY, A. | I | VP & CHIEF COMPLIANCE OFFICER | NA | Control |
| SHEEHAN, JOY, A. | I | VP & CHIEF COMPLIANCE OFFICER | NA | Control |
| SHEEHAN, JOY, A. | I | VP & CHIEF COMPLIANCE OFFICER | NA | Control |
| SHEEHAN, JOY, A. | I | VP & CHIEF COMPLIANCE OFFICER | NA | Control |
| SHEEHAN, JOY, A. | I | VP & CHIEF COMPLIANCE OFFICER | NA | Control |
| SHEEHAN, JOY, A. | I | VP & CHIEF COMPLIANCE OFFICER | NA | Control |
| SHEEHAN, JOY, A. | I | VP & CHIEF COMPLIANCE OFFICER | NA | Control |
| SHEEHAN, JOY, A. | I | VP & CHIEF COMPLIANCE OFFICER | NA | Control |
| TANKIN, DAVID, LOUIS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TANKIN, DAVID, LOUIS | I | CHIEF INVESTMENT OFFICER | NA | Control |
| TANKIN, DAVID, LOUIS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WOJCZAK, THOMAS, EDWARD | I | PRESIDENT | NA | Control |
| WOJCZAK, THOMAS, EDWARD | I | PRESIDENT | NA | Control |
| WOJCZAK, THOMAS, EDWARD | I | PRESIDENT | NA | Control |
| YOUNG, ALICE | I | PRINCIPAL & HEAD OF ABS | NA | Control |
| YOUNG, ALICE | I | PRINCIPAL & SR PORTFOLIO MANAGER | NA | Control |
| YOUNG, ALICE | I | PRINCIPAL & HEAD OF ABS | NA | Control |
| YOUNG, ALICE | I | PRINCIPAL & HEAD OF ABS | NA | Control |
| YOUNG, ALICE | I | PRINCIPAL & HEAD OF ABS | NA | Control |
| YOUNG, ALICE | I | PRINCIPAL & SR PORTFOLIO MANAGER | NA | Control |
| YOUNG, ALICE | I | PRINCIPAL & SR PORTFOLIO MANAGER | NA | Control |
| SOOD, MUNISH | I | CHIEF EXECUTIVE OFFICER & PRESIDENT | E | Control |
| SOOD, MUNISH | I | CHIEF EXECUTIVE OFFICER & PRESIDENT | E | Control |
| SOOD, MUNISH | I | CHAIRMAN & PRESIDENT | E | Control |
| SOOD, MUNISH | I | CHIEF EXECUTIVE OFFICER & PRESIDENT | E | Control |
| SOOD, MUNISH | I | CHIEF EXECUTIVE OFFICER & PRESIDENT | E | Control |
| SOOD, MUNISH | I | CHIEF EXECUTIVE OFFICER & PRESIDENT | E | Control |
| SOOD, MUNISH | I | CHAIRMAN & PRESIDENT | E | Control |
| SOOD, MUNISH | I | CHAIRMAN & PRESIDENT | E | Control |
| SOOD, MUNISH | I | CHIEF EXECUTIVE OFFICER & PRESIDENT | E | Control |
| SOOD, MUNISH | I | CHIEF EXECUTIVE OFFICER & PRESIDENT | E | Control |
| SOOD, MUNISH | I | CHIEF EXECUTIVE OFFICER & PRESIDENT | E | Control |
| SOOD, MUNISH | I | CHIEF EXECUTIVE OFFICER & PRESIDENT | E | Control |
| SOOD, MUNISH | I | CHIEF EXECUTIVE OFFICER & PRESIDENT | E | Control |
| SOOD, MUNISH | I | CHIEF EXECUTIVE OFFICER & PRESIDENT | E | Control |
| SOOD, MUNISH | I | CHIEF EXECUTIVE OFFICER & PRESIDENT | E | Control |
| SOOD, MUNISH | I | CHIEF EXECUTIVE OFFICER & PRESIDENT | E | Control |
| SOOD, MUNISH | I | CHIEF EXECUTIVE OFFICER & PRESIDENT | E | Control |
| SOOD, MUNISH | I | CHIEF EXECUTIVE OFFICER & PRESIDENT | E | Control |
| SOOD, MUNISH | I | CHIEF EXECUTIVE OFFICER & PRESIDENT | E | Control |
| SOOD, MUNISH | I | CHIEF EXECUTIVE OFFICER & PRESIDENT | E | Control |
| SOOD, MUNISH | I | CHIEF EXECUTIVE OFFICER & PRESIDENT | E | Control |
| SOOD, MUNISH | I | CHIEF EXECUTIVE OFFICER & PRESIDENT | E | Control |
| SOOD, MUNISH | I | CHIEF EXECUTIVE OFFICER & PRESIDENT | E | Control |
| SOOD, MUNISH | I | CHIEF EXECUTIVE OFFICER & PRESIDENT | E | Control |
| SOOD, MUNISH | I | CHIEF EXECUTIVE OFFICER & PRESIDENT | E | Control |
| SOOD, MUNISH | I | CHIEF EXECUTIVE OFFICER & PRESIDENT | E | Control |
| SOOD, MUNISH | I | CHIEF EXECUTIVE OFFICER & PRESIDENT | E | Control |
| SOOD, MUNISH | I | OWNER | E | Control |
| SOOD, MUNISH | I | OWNER | E | Control |
| SOOD, MUNISH | I | OWNER | E | Control |
| SOOD, MUNISH | I | OWNER | E | Control |
| SOOD, MUNISH | I | CEO & CCO | E | Control |
| D'ANGELO, CHARLES | I | CHAIRMAN | D | Control |
| D'ANGELO, CHARLES | I | CHAIRMAN | D | Control |
| D'ANGELO, CHARLES | I | CHAIRMAN | D | Control |
| D'ANGELO, CHARLES | I | CHAIRMAN | D | Control |
| D'ANGELO, CHARLES | I | CHAIRMAN | D | Control |
| BOTREE INVESTMENTS, LLC | DE | SHAREHOLDER | C | Control |
| BOTREE INVESTMENTS, LLC | DE | SHAREHOLDER | C | Control |
| BOTREE INVESTMENTS, LLC | DE | SHAREHOLDER | C | Control |
| SOOD, MUNISH | I | CHIEF INVESTMENT OFFICER | C | Control |
| SOOD, MUNISH | I | CHIEF INVESTMENT OFFICER | C | Control |
| HONG, AUGUSTINE, SUNG CHUN | I | PRESIDENT | B | Control |
| HONG, AUGUSTINE, SUNG CHUN | I | PRESIDENT | B | Control |
| SOOD, MUNISH | I | CHIEF INVESTMENT OFFICER | B | Control |
| SOOD, MUNISH | I | CHIEF INVESTMENT OFFICER | B | Control |
| TANKIN, DAVID, LOUIS | I | CHIEF INVESTMENT OFFICER | A | Control |
| TANKIN, DAVID, LOUIS | I | CHIEF INVESTMENT OFFICER | A | Control |
| TANKIN, DAVID, LOUIS | I | CHIEF INVESTMENT OFFICER | A | Control |
| TANKIN, DAVID, LOUIS | I | CHIEF INVESTMENT OFFICER | A | Control |
| TANKIN, DAVID, LOUIS | I | CHIEF INVESTMENT OFFICER | A | Control |
| TANKIN, DAVID, LOUIS | I | CHIEF INVESTMENT OFFICER | A | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| HONG, AUGUSTINE, SUNG CHUN | I | BOTREE INVESTMENTS, LLC | D | Control |
| HONG, AUGUSTINE, SUNG CHUN | I | BOTREE INVESTMENTS, LLC | D | Control |
| SOOD, MUNISH | I | BOTREE INVESTMENTS, LLC | D | Control |
| SOOD, MUNISH | I | BOTREE INVESTMENTS, LLC | D | Control |
Registrations
Federal
IA
Oct 23, 2019 REGISTERED
Notice Filings (3)
IL NJ NY
Address
2115 HAMILTON AVEUESUITE 101
HAMILTON, NJ 08619
United States
Phone: 609-514-9200