Unclaimed Profile

William Henry Baldwin Hamill

PRINCETON PORTFOLIO STRATEGIES GROUP LLC·PRINCETON, New Jersey

Series 2Clean record24 years registeredPRINCETON PORTFOLIO STRATEGIES GROUP LLC

212 CARNEGIE CENTER, PRINCETON, NJ 08540CRD# 2214618Firm CRD# 158570

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

William Henry Baldwin Hamill · PRINCETON, NJ

Registration

CRD #2214618 · PRINCETON PORTFOLIO STRATEGIES GROUP LLC · 24 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: PRINCETON PORTFOLIO STRATEGIES GROUP LLC

PRINCETON PORTFOLIO STRATEGIES GROUP LLC

May 2012 – Jul 2021

PRINCETON, NJ

PRINCETON CAPITAL MANAGEMENT INC

Jul 2002 – May 2012

PRINCETON, NJ

Registrations & Exams

FINRA examinations passed

Series 2

Registration record

First registered · July 3, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PRINCETON PORTFOLIO STRATEGIES GROUP LLC

CRD 158570 · SEC 801-72695

AUM

$571M

Regulatory assets under management

Employees

458 client accounts

Services offered by PRINCETON PORTFOLIO STRATEGIES GROUP LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at PRINCETON PORTFOLIO STRATEGIES GROUP LLC →

Introduction

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Frequently Asked Questions

What services does William Henry Baldwin Hamill offer?

William Henry Baldwin Hamill specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory.

What are William Henry Baldwin Hamill's credentials?

William Henry Baldwin Hamill is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is William Henry Baldwin Hamill located?

William Henry Baldwin Hamill is based in PRINCETON, New Jersey, last registered with PRINCETON PORTFOLIO STRATEGIES GROUP LLC.

How does William Henry Baldwin Hamill charge for services?

William Henry Baldwin Hamill'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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