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 65
Industry experience
17 years
Tara Bansal is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Princeton Global Asset Management LLC since 2020. Prior to this, she worked at Private Wealth Management Group, LLC and has been involved with Positive Impact Consulting LLC since 2017. Outside of her advisory role, Ms. Bansal provides life coaching services and teaches courses at Princeton Adult School each fall and spring. Princeton Global Asset Management offers discretionary investment management and financial planning to individuals, including high-net-worth clients, as well as institutional clients such as pension plans and endowments. The firm’s investment process is based on fundamental analysis with attention to macroeconomic and geopolitical factors, tailoring portfolios to client-specific needs and employing third-party managers and technology platforms for specialized mandates and held-away account management.
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
2020 - Present (6 years)
Positive Impact Consulting LLC
2017 - Present (9 years)
Princeton Adult School
2016 - Present (10 years)
Private Wealth Management Group, Llc
2015 - 2016 (1 year)
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Trust company
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Real estate agent
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Other specialized services
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Series 63, Series 65
Princeton, NJ
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