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Tara Conti Bansal

Princeton Global Asset Management LLC

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About Tara Conti Bansal

Tara Conti Bansal is a financial advisor with over 15 years of experience in the industry. Tara is a Certified Financial Planner® and holds the Series 65 license. Tara works with individuals, families, and businesses to develop and implement comprehensive financial plans. Tara is passionate about helping clients achieve their financial goals and has a proven track record of success. Tara works with clients to help them reach their financial goals. Tara's areas of expertise include: investment management, financial planning, and retirement planning. Tara is an active member of the community and volunteers her time to several local organizations. Tara is currently affiliated with Princeton Global Asset Management LLC.

Firm Information

Tara Bansal is currently registered with Princeton Global Asset Management LLC. Princeton Global Asset Management LLC is an investment advisory firm headquartered in Princeton, New Jersey. The firm has 3 licensed agents and 13 investment advisor representatives. They provide financial planning, pension consulting, educational seminars, and portfolio management services to individuals and high net worth individuals, as well as pension and profit sharing plans. The firm manages approximately $605,788,806 in assets, with $579,370,537 of that managed discretionarily.
Princeton Global Asset Management LLC

17 HULFISH STREET

PRINCETON, NJ 08542

$605.79M

Assets Under Management

Not reported

Total Clients

14

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Tara Bansal’s Registration & Firm History

NJ

04/07/2022 - Present

Princeton Global Asset Management LLC (PRINCETON NJ)

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Licenses & Designations

IA

Issued 03/27/2008

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Tara Conti Bansal.
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