Advisor at Princeton Global Asset Management LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Princeton Global Asset Management LLC
Location
Princeton, NJ 08542
Credentials
CFP®, Series 63, Series 65
Industry experience
3 years
Francis Keene is a CFP® with three years of industry experience, currently serving as a financial advisor at Princeton Global Asset Management LLC. Prior to joining Princeton Global Asset Management in 2021, he worked at Bryn Mawr Trust and PNC Wealth Management, where he accumulated a total of 19 years of experience. Princeton Global Asset Management provides discretionary investment management and financial planning to individuals, including high-net-worth clients, as well as institutional clients such as pension plans, foundations, and endowments. The firm’s investment approach is based on fundamental analysis and tailored portfolios that consider clients’ risk tolerance, time horizon, liquidity needs, and tax considerations.
Based on Princeton Global Asset Management LLC
Based on Princeton Global Asset Management LLC
Financial planning fees generally range from $1,000 to $25,000 on a fixed fee basis
Account minimum: $1,000,000 Minimum fee: $5,000 per year for accounts below a certain asset threshold Fee-only: Financial planning fees generally range from $1,000 to $25,000 on a fixed fee basis
17 Hulfish Street, Suite 240
Princeton, NJ 08542
New Jersey
Princeton Global Asset Management, LLC
2021 - Present (5 years)
Bryn Mawr Trust
2017 - 2021 (4 years)
PNC Wealth Management
2002 - 2017 (15 years)
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Is active or affiliated with:
Insurance agent
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Is not active or affiliated with:
Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Princeton, NJ
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Series 66
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Series 63, Series 65
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Series 65
Highland Park, NJ
Parkview Capital Management
Series 63, Series 66
Princeton, NJ
Certified Wealth Management & Investment LLC
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