Paul Lebowitz
Paul Lebowitz is a CFP-designated registered investment advisor at Princeton Global Asset Management LLC, based in Princeton, NJ, with 39 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Real Estate Investing, and 2 more. Their firm serves 442 clients with $780M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
PGAM's fees are based on a percentage of the value of your portfolio and are typically charged quarterly. The specific fee is negotiable, but PGAM will not assess any advisory fee in excess of 1.50%. You may also incur brokerage commissions and other fees.
Location
17 Hulfish Street, Suite 240, Princeton, NJ, 08542
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2003Other Business Activities
Paul works as an investment advisor at Princeton Global Asset Management.
Employment History
Current Registrations
Princeton Global Asset Management LLC
Previous Registrations
Chelsea Financial ServicesBroker
FsicBroker
Securevest Financial GroupBroker
Fountainhead Capital Management, LLC
Davidson Wealth Management LLC
Davidson Asset Managment, INC.
Royal Alliance Associates, INC.Broker
Financial Network Investment CorporationBroker
Pennsylvania Securities CompanyBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.