Unclaimed Profile

William Louis Kufta

PRINCETON GLOBAL ASSET MANAGEMENT LLC·PRINCETON, New Jersey

Clean recordPRINCETON GLOBAL ASSET MANAGEMENT LLC

17 HULFISH STREET, PRINCETON, NJ 08542CRD# 2173222Firm CRD# 146644

Profile Verification

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

Identity

William Louis Kufta · PRINCETON, NJ

Registration

CRD #2173222 · PRINCETON GLOBAL ASSET MANAGEMENT LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

William Louis Kufta is a registered financial advisor based in PRINCETON, New Jersey, affiliated with PRINCETON GLOBAL ASSET MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

PRINCETON GLOBAL ASSET MANAGEMENT LLC

AUM

$606M

Regulatory assets under management

Employees

Total firm employees

View all advisors at PRINCETON GLOBAL ASSET MANAGEMENT LLC →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Charitable organization or education services

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 2173222

Firm CRD# 146644

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does William Louis Kufta offer?

William Louis Kufta specializes in Financial Planning, Investment Management. Contact their office in PRINCETON, New Jersey for a consultation.

What are William Louis Kufta's credentials?

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

Where is William Louis Kufta located?

William Louis Kufta is based in PRINCETON, New Jersey, working with PRINCETON GLOBAL ASSET MANAGEMENT LLC. Their office serves clients in the PRINCETON metropolitan area and surrounding communities.

How does William Louis Kufta charge for services?

William Louis Kufta's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PRINCETON GLOBAL ASSET MANAGEMENT LLC?

PRINCETON GLOBAL ASSET MANAGEMENT LLC has approximately 15 employees and manages $606M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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