PRINCE FINANCIAL ADVISORY LLC
CRD #131234 SEC #801-79626 NEW YORK, NY 212-286-1372
SEC Registered
Total AUM
$56.2M
Discretionary
$56.2M
Employees
1
Clients
0
Accounts
116
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $56.2M | $56.2M | $0 | 1 | 0 |
| Sep 2025 | $56.2M | $56.2M | $0 | 1 | 0 |
| Jul 2025 | $56.2M | $56.2M | $0 | 1 | 0 |
| Mar 2025 | $56.2M | $56.2M | $0 | 1 | 0 |
| Dec 2024 | $50.6M | $50.6M | $0 | 1 | 0 |
| Feb 2024 | $50.6M | $50.6M | $0 | 1 | 0 |
| Nov 2023 | $47.6M | $47.6M | $0 | 1 | 0 |
| Jan 2023 | $47.6M | $47.6M | $0 | 1 | 0 |
| Feb 2022 | $53.4M | $53.4M | $0 | 1 | 0 |
| Nov 2021 | $42.9M | $42.9M | $0 | 1 | 0 |
| May 2021 | $42.9M | $42.9M | $0 | 1 | 0 |
| Jan 2021 | $42.9M | $42.9M | $0 | 1 | 0 |
| May 2020 | $38.7M | $38.7M | $0 | 1 | 0 |
| Mar 2020 | $38.7M | $38.7M | $0 | 1 | 0 |
| Sep 2019 | $35.1M | $35.1M | $0 | 1 | 0 |
| Mar 2019 | $35.1M | $35.1M | $0 | 1 | 0 |
| Mar 2018 | $34.7M | $34.7M | $0 | 1 | 0 |
| Mar 2018 | $34.7M | $34.7M | $0 | 1 | 0 |
| Feb 2018 | $34.7M | $34.7M | $0 | 1 | 0 |
| Feb 2017 | $35.6M | $35.6M | $0 | 1 | 26 |
| Mar 2016 | $32.1M | $31.8M | $361.5K | 1 | 26 |
| Feb 2015 | $33.6M | $33.3M | $345.3K | 1 | 26 |
| Aug 2014 | $33M | $33M | $0 | 1 | 26 |
| Apr 2014 | $33M | $33M | $0 | 1 | 26 |
DateOct 2025
Total AUM$56.2M
Discretionary$56.2M
Non-Disc.$0
Employees1
Clients0
DateSep 2025
Total AUM$56.2M
Discretionary$56.2M
Non-Disc.$0
Employees1
Clients0
DateJul 2025
Total AUM$56.2M
Discretionary$56.2M
Non-Disc.$0
Employees1
Clients0
DateMar 2025
Total AUM$56.2M
Discretionary$56.2M
Non-Disc.$0
Employees1
Clients0
DateDec 2024
Total AUM$50.6M
Discretionary$50.6M
Non-Disc.$0
Employees1
Clients0
DateFeb 2024
Total AUM$50.6M
Discretionary$50.6M
Non-Disc.$0
Employees1
Clients0
DateNov 2023
Total AUM$47.6M
Discretionary$47.6M
Non-Disc.$0
Employees1
Clients0
DateJan 2023
Total AUM$47.6M
Discretionary$47.6M
Non-Disc.$0
Employees1
Clients0
DateFeb 2022
Total AUM$53.4M
Discretionary$53.4M
Non-Disc.$0
Employees1
Clients0
DateNov 2021
Total AUM$42.9M
Discretionary$42.9M
Non-Disc.$0
Employees1
Clients0
DateMay 2021
Total AUM$42.9M
Discretionary$42.9M
Non-Disc.$0
Employees1
Clients0
DateJan 2021
Total AUM$42.9M
Discretionary$42.9M
Non-Disc.$0
Employees1
Clients0
DateMay 2020
Total AUM$38.7M
Discretionary$38.7M
Non-Disc.$0
Employees1
Clients0
DateMar 2020
Total AUM$38.7M
Discretionary$38.7M
Non-Disc.$0
Employees1
Clients0
DateSep 2019
Total AUM$35.1M
Discretionary$35.1M
Non-Disc.$0
Employees1
Clients0
DateMar 2019
Total AUM$35.1M
Discretionary$35.1M
Non-Disc.$0
Employees1
Clients0
DateMar 2018
Total AUM$34.7M
Discretionary$34.7M
Non-Disc.$0
Employees1
Clients0
DateMar 2018
Total AUM$34.7M
Discretionary$34.7M
Non-Disc.$0
Employees1
Clients0
DateFeb 2018
Total AUM$34.7M
Discretionary$34.7M
Non-Disc.$0
Employees1
Clients0
DateFeb 2017
Total AUM$35.6M
Discretionary$35.6M
Non-Disc.$0
Employees1
Clients26
DateMar 2016
Total AUM$32.1M
Discretionary$31.8M
Non-Disc.$361.5K
Employees1
Clients26
DateFeb 2015
Total AUM$33.6M
Discretionary$33.3M
Non-Disc.$345.3K
Employees1
Clients26
DateAug 2014
Total AUM$33M
Discretionary$33M
Non-Disc.$0
Employees1
Clients26
DateApr 2014
Total AUM$33M
Discretionary$33M
Non-Disc.$0
Employees1
Clients26