Tara
Bansal
Princeton Global Asset Management LLC
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About this Advisor
Tara Bansal is a certified financial planner working in Princeton, New Jersey, with 1 year of relevant experience. Bansal is an advisor for Princeton Global Asset Management LLC. Throughout their career, Bansal has worked at Main Street Financial Solutions, LLC, Glen Eagle Advisors LLC, Private Wealth Management Group, LLC, Positive Impact Consulting LLC, Princeton Adult School and Princeton Global Asset Management, LLC. Bansal holds a Series 65 license, designating them as an investment advisor representative, and is approved to operate in New Jersey. Princeton Global Asset Management LLC is a financial advisory firm headquartered in Princeton, NJ. It oversees $491 million in assets under management across its 892 client accounts, making it one of the bigger investment advisory firms in the United States by assets under management. Of its 892 customer accounts, 31% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. Princeton Global Asset Management LLC has a wide set of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and educational seminars. Fees for financial management are based on the type of financial services provided. Fees billed by Princeton Global Asset Management LLC likely include some combination 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
Tara Bansal Work History
Tara has been registered as a financial advisor for 1 years.*
Princeton Global Asset Management, LLC
Positive Impact Consulting LLC
Princeton Adult School
Private Wealth Management Group, LLC
Glen Eagle Advisors LLC
Main Street Financial Solutions, LLC
*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 Tara Bansal 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.