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William Louis Kufta

Princeton Global Asset Management LLC

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About William Louis Kufta

William Louis Kufta is an investment advisor representative with Princeton Global Asset Management LLC, registered with the state of New Jersey. William has been with the firm since February 2016. William is also a registered investment advisor representative in the state of New Jersey. William has passed the Uniform Investment Adviser Law Examination (Series 65). William's firm provides financial planning services, pension consulting, and educational seminars. Princeton Global Asset Management LLC manages portfolios for individuals and provides portfolio management for pension and profit-sharing plans.

Firm Information

William Kufta 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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William Kufta’s Registration & Firm History

NJ

06/29/2018 - Present

Princeton Global Asset Management LLC (PRINCETON NJ)

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Licenses & Designations

IA

Issued 01/29/2016

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for William Louis Kufta.
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