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John Joseph Capodici

PRINCETON PORTFOLIO STRATEGIES GROUP LLC·PRINCETON, New Jersey
Unclaimed Profile
212 CARNEGIE CENTER, PRINCETON, NJ 08540CRD# 1938918Firm CRD# 158570
01

About

John Joseph Capodici is a registered financial advisor based in PRINCETON, New Jersey, affiliated with PRINCETON PORTFOLIO STRATEGIES GROUP LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
PRINCETON PORTFOLIO STRATEGIES GROUP LLC
PRINCETON PORTFOLIO STRATEGIES GROUP LLC
AUM
$571M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at PRINCETON PORTFOLIO STRATEGIES GROUP LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1938918
Firm CRD# 158570
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does John Joseph Capodici offer?
John Joseph Capodici specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in PRINCETON, New Jersey for a consultation.
What are John Joseph Capodici's credentials?
John Joseph Capodici is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Joseph Capodici located?
John Joseph Capodici is based in PRINCETON, New Jersey, working with PRINCETON PORTFOLIO STRATEGIES GROUP LLC. Their office serves clients in the PRINCETON metropolitan area and surrounding communities.
How does John Joseph Capodici charge for services?
John Joseph Capodici's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PRINCETON PORTFOLIO STRATEGIES GROUP LLC?
PRINCETON PORTFOLIO STRATEGIES GROUP LLC has approximately 9 employees and manages $571M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in New Jersey
NEWARK (200)SUMMIT (178)JERSEY CITY (156)RED BANK (136)MORRISTOWN (119)
City Guides
NEWARK GuideSUMMIT GuideJERSEY CITY GuideRED BANK GuideMORRISTOWN Guide
Research
Advisor Fees in New JerseyNational Fee Analysis
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