PRINCETON PORTFOLIO STRATEGIES GROUP LLC
CRD #158570 SEC #801-72695 PRINCETON, NJ 609-436-5680
SEC Registered
Total AUM
$570.9M
Discretionary
$562.9M
Employees
9
Clients
1
Accounts
458
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2021 | $570.9M | $562.9M | $8M | 9 | 0 |
| Oct 2020 | $499.8M | $492.6M | $7.2M | 9 | 0 |
| Jun 2020 | $499.8M | $492.6M | $7.2M | 10 | 0 |
| Mar 2020 | $499.8M | $492.6M | $7.2M | 10 | 0 |
| Mar 2019 | $400M | $394.6M | $5.5M | 11 | 0 |
| Oct 2018 | $454.6M | $451.1M | $3.6M | 11 | 0 |
| Mar 2018 | $454.6M | $451.1M | $3.6M | 11 | 0 |
| Mar 2017 | $412.7M | $409.6M | $3.1M | 11 | 200 |
| Sep 2016 | $412.2M | $409.1M | $3.1M | 11 | 200 |
| Mar 2016 | $371.4M | $368.6M | $2.8M | 11 | 200 |
| Jun 2015 | $307.3M | $304.8M | $2.5M | 9 | 200 |
| Mar 2015 | $307.3M | $304.8M | $2.5M | 7 | 200 |
| Mar 2014 | $199.2M | $197.6M | $1.5M | 8 | 26 |
| Mar 2013 | $137M | $135.8M | $1.2M | 7 | 26 |
| May 2012 | $135.9M | $134.8M | $1.2M | 1 | 26 |
| May 2012 | $135.9M | $134.8M | $1.2M | 1 | 26 |
| Mar 2012 | $38.5M | $37.4M | $1.1M | 1 | 26 |
| Dec 2011 | $37.1M | $36M | $1.1M | 1 | 26 |
| Aug 2011 | $0 | $0 | $0 | 5 | -- |
DateMar 2021
Total AUM$570.9M
Discretionary$562.9M
Non-Disc.$8M
Employees9
Clients0
DateOct 2020
Total AUM$499.8M
Discretionary$492.6M
Non-Disc.$7.2M
Employees9
Clients0
DateJun 2020
Total AUM$499.8M
Discretionary$492.6M
Non-Disc.$7.2M
Employees10
Clients0
DateMar 2020
Total AUM$499.8M
Discretionary$492.6M
Non-Disc.$7.2M
Employees10
Clients0
DateMar 2019
Total AUM$400M
Discretionary$394.6M
Non-Disc.$5.5M
Employees11
Clients0
DateOct 2018
Total AUM$454.6M
Discretionary$451.1M
Non-Disc.$3.6M
Employees11
Clients0
DateMar 2018
Total AUM$454.6M
Discretionary$451.1M
Non-Disc.$3.6M
Employees11
Clients0
DateMar 2017
Total AUM$412.7M
Discretionary$409.6M
Non-Disc.$3.1M
Employees11
Clients200
DateSep 2016
Total AUM$412.2M
Discretionary$409.1M
Non-Disc.$3.1M
Employees11
Clients200
DateMar 2016
Total AUM$371.4M
Discretionary$368.6M
Non-Disc.$2.8M
Employees11
Clients200
DateJun 2015
Total AUM$307.3M
Discretionary$304.8M
Non-Disc.$2.5M
Employees9
Clients200
DateMar 2015
Total AUM$307.3M
Discretionary$304.8M
Non-Disc.$2.5M
Employees7
Clients200
DateMar 2014
Total AUM$199.2M
Discretionary$197.6M
Non-Disc.$1.5M
Employees8
Clients26
DateMar 2013
Total AUM$137M
Discretionary$135.8M
Non-Disc.$1.2M
Employees7
Clients26
DateMay 2012
Total AUM$135.9M
Discretionary$134.8M
Non-Disc.$1.2M
Employees1
Clients26
DateMay 2012
Total AUM$135.9M
Discretionary$134.8M
Non-Disc.$1.2M
Employees1
Clients26
DateMar 2012
Total AUM$38.5M
Discretionary$37.4M
Non-Disc.$1.1M
Employees1
Clients26
DateDec 2011
Total AUM$37.1M
Discretionary$36M
Non-Disc.$1.1M
Employees1
Clients26
DateAug 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--