Princeton Fund Advisors (PFA) provides investment management services to registered funds, separately managed accounts, and offers model portfolios. PFA's parent company, Elevation Point, LLC, may make strategic minority investments in independent registered investment advisors. PFA monitors fund strategies, investment performance, and achievement of investment objectives.
Assets Under Management$810M
Clients6
AdvisorsN/A
Avg. per Client$130M
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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Location
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