Investment adviser · CRD 159763
PRINCETON ADVISORY WEALTH MANAGEMENT, LLC
Investment adviser filing (IA)
ROSEDALE ASSET MANAGEMENT, LLC
HAMILTON, NJ, United States · Form ADV filed Jan 25, 2018
- Regulatory AUM
- $5.44M Form ADV · Item 5.F
- Client accounts
- 22 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 19 | $4,830,000 | 88.9% |
| Pooled investment vehicles | 1 | $600,000 | 11.0% |
| Individuals | Fewer than 5 | $6,000 | 0.1% |
Filing source
Form ADV 1167268 · Jan 25, 2018 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jan 25, 2018. View historical filings
Reported services
Individual portfolio management · Pooled investment vehicle management · Selection of other advisers
Compensation
Percentage of assets · Performance-based
Principal office
2115 HAMILTON AVENUE, SUITE 101HAMILTON, NJ, 08619, United States
CRD 159763
Filing source
Form ADV 1167268 · Jan 25, 2018 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.