A complete list of active advisors currently associated with Prince Asset Management, Inc.

Warmer can help you find a great advisor at Prince Asset Management, Inc. or one who fits your needs even better.

Prince Asset Management provides discretionary investment management to individuals and small businesses, offering portfolio construction, monitoring, personalized asset allocations, and securities selection across equities, mutual funds, ETFs, fixed income, REITs, and ADRs. The firm reports $137.7 million in discretionary assets under management and has established a $500,000 portfolio minimum for new advisory engagements. The firm’s investment approach relies primarily on fundamental analysis and a long-term purchase orientation, with occasional short-term trading when suitability dictates, and implements strategies through discretionary authority with quarterly reviews and annual formal portfolio reviews. Prince Asset Management uses Schwab Advisor Services as its primary custodian, performs household billing and direct fee debits, and allows clients to impose investment restrictions on their accounts. Distinctive features include that two of the three investment adviser representatives are practicing certified public accountants who continue to operate active tax and accounting practices, and the firm recently raised its portfolio minimum—both factors that shape its service model and client interactions. Although the brochure identifies high‑net‑worth individuals as a potential client type, the firm’s reported client composition indicates an absence of high‑net‑worth households, a profile that is uncommon among similarly supported advisory firms.

To learn more about the advisors currently working at Prince Asset Management, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.