RIA Intelligence

PRINCETON ADVISORY WEALTH MANAGEMENT, LLC

CRD #159763 SEC #801-72981 PRINCETON, NJ 609-642-4200
SEC Registered Disclosures
Total AUM
$9.6M
Discretionary
$9.6M
Employees
4
Clients
0
Accounts
25
This firm has regulatory disclosures on file. View disclosures

Firm Details

Organization Type
Limited Liability Company
State of Formation
Pennsylvania
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Nov 6, 2017
Branch Offices
1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
SHEEHAN, JOY, ANNICHIEF COMPLIANCE OFFICERNA
SHEEHAN, JOY, ANNICHIEF COMPLIANCE OFFICERNA
SHEEHAN, JOY, ANNICHIEF COMPLIANCE OFFICERNA
SHEEHAN, JOY, ANNICHIEF COMPLIANCE OFFICERNA
SHEEHAN, JOY, ANNICHIEF COMPLIANCE OFFICERNA
SHEEHAN, JOY, ANNICHIEF COMPLIANCE OFFICERNA
SHEEHAN, JOY, ANNICHIEF COMPLIANCE OFFICERNA
SHEEHAN, JOY, ANNICHIEF COMPLIANCE OFFICERNA
SHEEHAN, JOY, ANNICHIEF COMPLIANCE OFFICERNA
SHEEHAN, JOY, ANNICHIEF COMPLIANCE OFFICERNA
SHEEHAN, JOY, ANNICHIEF COMPLIANCE OFFICERNA
SHEEHAN, JOY, ANNICHIEF COMPLIANCE OFFICERNA
SHEEHAN, JOY, ANNICHIEF COMPLIANCE OFFICERNA
SHEEHAN, JOY, ANNICHIEF COMPLIANCE OFFICERNA
SHEEHAN, JOY, ANNICHIEF COMPLIANCE OFFICERNA
SHEEHAN, JOY, ANNICHIEF COMPLIANCE OFFICERNA
SHEEHAN, JOY, ANNICHIEF COMPLIANCE OFFICERNA
SHEEHAN, JOY, ANNICHIEF COMPLIANCE OFFICERNA
STARZ, RICHARD, HAGENIMEMBERNA
STARZ, RICHARD, HAGENIMEMBERNA
STARZ, RICHARD, HAGENIMEMBERNA
STARZ, RICHARD, HAGENIMEMBERNA
WOJCZAK, THOMAS, EDWARDIPORTFOLIO MANAGERNA
WOJCZAK, THOMAS, EDWARDIPORTFOLIO MANAGERNA
WOJCZAK, THOMAS, EDWARDIPORTFOLIO MANAGERNA
PRINCETON ADVISORY GROUP, INC.DEMEMBERE Control
SOOD, MUNISHICEO/CIOD Control
SOOD, MUNISHICEO/CIOD Control
SOOD, MUNISHICEO/CIOD Control
SOOD, MUNISHICEO/CIOD Control
SOOD, MUNISHINON MANAGING PARTNERD Control
SOOD, MUNISHINON MANAGING PARTNERD Control
SOOD, MUNISHINON MANAGING PARTNERD Control
AYODELE, AKIN, JAMESIMANAGING MEMBER / CHIEF EXECUTIVE OFFICERC Control
AYODELE, AKIN, JAMESIMANAGING MEMBER / CHIEF EXECUTIVE OFFICERC Control
AYODELE, AKIN, JAMESIMANAGING MEMBER / CHIEF EXECUTIVE OFFICERC Control
BLAZER, LOUIS, MARTINIMEMBERC Control
BLAZER, LOUIS, MARTINIMEMBERC Control
BLAZER, LOUIS, MARTINIMEMBERC Control
BLAZER, LOUIS, MARTINIMEMBERC Control
BLAZER, LOUIS, MARTINIMEMBERC Control
BLAZER, LOUIS, MARTINIMEMBERC Control
BLAZER, LOUIS, MARTINIMEMBERC Control
PRINCETON ADVISORY GROUP, INC.DEMEMBERC Control
PRINCETON ADVISORY GROUP, INC.DEMEMBERC Control
PRINCETON ADVISORY GROUP, INC.DEMEMBERC Control
PRINCETON ADVISORY GROUP, INC.DEMEMBERC Control
PRINCETON ADVISORY GROUP, INC.DEMEMBERC Control
PRINCETON ADVISORY GROUP, INC.DEMEMBERC Control
PRINCETON ADVISORY GROUP, INC.DEMEMBERC Control
PRINCETON ADVISORY GROUP, INC.DEMEMBERC Control
PRINCETON ADVISORY GROUP, INC.DEMEMBERC Control
PRINCETON ADVISORY GROUP, INC.DEMEMBERC Control
PRINCETON ADVISORY GROUP, INC.DEMEMBERC Control
PRINCETON ADVISORY GROUP, INC.DEMEMBERC Control
PRINCETON ADVISORY GROUP, INC.DEMEMBERC Control
PRINCETON ADVISORY GROUP, INC.DEMEMBERC Control
PRINCETON ADVISORY GROUP, INC.DEMEMBERC Control
PRINCETON ADVISORY GROUP, INC.DEMEMBERC Control
PRINCETON ADVISORY GROUP, INC.DEMEMBERC Control
SOOD, MUNISHICEO/CIOC Control
SOOD, MUNISHICEO/CIOC Control
SOOD, MUNISHICEO/CIOC Control
SHEEHAN, JOY, ANNIMANAGING MEMBER / CHIEF COMPLIANCE OFFICERB
SHEEHAN, JOY, ANNIMANAGING MEMBER / CHIEF COMPLIANCE OFFICERB
SHEEHAN, JOY, ANNIMANAGING MEMBER / CHIEF COMPLIANCE OFFICERB
SOOD, ANITAIMEMBERB
DOLAN, MICHAEL, ALLENIMEMBERA
DOLAN, MICHAEL, ALLENIMEMBERA
DOLAN, MICHAEL, ALLENIMEMBERA
DOLAN, MICHAEL, ALLENIMEMBERA
DOLAN, MICHAEL, ALLENIMEMBERA
DOLAN, MICHAEL, ALLENIMEMBERA
DOLAN, MICHAEL, ALLENIMEMBERA
YANAMADULA, DINASH, KUMARIMEMBERA

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
SOOD, MUNISHIPRINCETON ADVISORY GROUP, INC.E Control
SOOD, MUNISHIPRINCETON ADVISORY GROUP, INC.E Control
SOOD, MUNISHIPRINCETON ADVISORY GROUP, INC.E Control
SOOD, MUNISHIPRINCETON ADVISORY GROUP, INC.E Control
SOOD, MUNISHIPRINCETON ADVISORY GROUP, INC.E Control
SOOD, MUNISHIPRINCETON ADVISORY GROUP, INC.E Control
SOOD, MUNISHIPRINCETON ADVISORY GROUP, INC.E Control
SOOD, MUNISHIPRINCETON ADVISORY GROUP, INC.E Control
SOOD, MUNISHIPRINCETON ADVISORY GROUP, INC.E Control
SOOD, MUNISHIPRINCETON ADVISORY GROUP, INC.E Control
SOOD, MUNISHIPRINCETON ADVISORY GROUP, INC.E Control
SOOD, MUNISHIPRINCETON ADVISORY GROUP, INC.E Control
SOOD, MUNISHIPRINCETON ADVISORY GROUP, INC.E Control
SOOD, MUNISHIPRINCETON ADVISORY GROUP, INC.E Control
SOOD, MUNISHIPRINCETON ADVISORY GROUP, INC.E Control
SOOD, MUNISHIPRINCETON ADVISORY GROUP, INC.E Control
SOOD, MUNISHIPRINCETON ADVISORY GROUP, INC.E Control
SOOD, MUNISHIPRINCETON ADVISORY GROUP, INC.E Control

Registrations

Federal

IA
Nov 6, 2017 REGISTERED

Notice Filings (3)

NJ PA TX

Address

700 ALEXANDER PARK
SUITE 103
PRINCETON, NJ 08540
United States
Phone: 609-642-4200