Princeton Global Asset Management LLC

Princeton Global Asset Management, LLC (PGAM) is a SEC registered advisory firm founded in January 2008 by Paul J. Gerard and Brett M. Shaver. With over 40 years of investment experience, Paul Gerard serves as the Chairman, while Brett Shaver is the President and Portfolio Manager. PGAM offers investment supervisory services tailored to clients' individual needs, providing US, International, and Global investment strategies through equity, fixed income, and balanced accounts. The firm also offers estate planning services and consulting for institutional clients like retirement plans and foundations. As of December 31, 2024, PGAM managed approximately $782 million in assets under management and provided consulting services for over $58 million in assets under advisement, totaling more than $840 million in client assets. Clients are generally charged fees quarterly as a percentage of assets under management, with fees negotiated based on various factors but not exceeding 1.50%. PGAM does not charge performance-based fees and serves a range of clients, including individuals, high net worth individuals, and institutional entities. The firm primarily utilizes fundamental analysis and offers US, International, and Global investment strategies with customized approaches. PGAM does not have any disclosable legal or disciplinary events and does not maintain physical custody of client assets, which are held with reputable broker-dealer/custodians. Clients usually grant PGAM discretionary trading authorization, allowing the firm to trade on their behalf.