← Tributary

PRINCETON EQUITY GROUP

PRINCETON, NJ · CRD 310405 · IAPD ↗ · princetonequity.com · 609-454-5700

$1.72BRegulatory AUM
21Advisory reps
25Employees
0Clients
n/aPlanning clients
8Private funds
2States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

62
April 2026 — PRINCETON EQUITY GROUP grew from 14 to 21 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
70
April 2024 — PRINCETON EQUITY GROUP crossed $1B in regulatory AUM ($471.7M -> $1.37B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.