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PRINCETON CENTER PLANNING AND INVESTMENTS, LLC
CRD 147112
4178 CENTER ROAD, BRUNSWICK, OH, 44212, United States
Phone
330-273-8787
Fax
330-273-8677
Registration
— (—)
Source
State registered
Total AUM
$35.8M
Discretionary AUM
$35.8M
Team
2 total employees; 1 advisory reps
Clients
251-500
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 327 | $35.8M |
All web addresses on file
Official SEC filing: View on IAPD