Paul
Lebowitz
Princeton Global Asset Management LLC
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About this Advisor
Paul Lebowitz is a certified financial planner who works out of Princeton, New Jersey who has 4 years of industry experience. Lebowitz is on the advisory team at Princeton Global Asset Management LLC. Over the course of their career, they have held roles at Securevest Financial Group Inc, Abrahamsenrock, LLC/Fountainhead, Fsic, Chelsea Financial Services and Princeton Global Asset Management LLC. Lebowitz maintains a Series 63 license, certifying them as a securities broker, and is able to operate in New Jersey. Princeton Global Asset Management LLC is an advisory firm headquartered in Princeton, NJ. It has $491 million in assets across its 892 client accounts, making it one of the bigger firms in the United States by assets under management. Of its 892 customer accounts, 31% belong to high-net-worth investors who have more than $1 million in assets available to invest. The business has a diverse range of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and educational seminars. Fees for financial advice usually are based on the financial services provided. Fees charged by Princeton Global Asset Management LLC can be comprised of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Princeton Global Asset Management LLC Brokerage Details
$491,388,921
13
892
$550,884
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
Paul Lebowitz Work History
Paul has been registered as a financial advisor for 4 years.*
Princeton Global Asset Management LLC
Chelsea Financial Services
Fsic
Securevest Financial Group Inc
Abrahamsenrock, LLC/Fountainhead
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Paul Lebowitz to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Princeton Global Asset Management LLC
Piscataway, NJ
Princeton, NJ
Princeton, NJ
Princeton, NJ
Princeton, NJ
Princeton, NJ
Princeton, NJ
Princeton, NJ
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
