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Princeton Blazer Advisors, LLC (Kingston)


Princeton Blazer Advisors, LLC is a related adviser based in Kingston. It manages $8.17 million of regulatory assets for 21 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdiction of New Jersey.

Princeton Blazer Advisors provides portfolio management for individuals and small businesses and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Princeton Blazer Advisors: assets under management

The assets under management (AUM) of Princeton Blazer Advisors, LLC is $8.17 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -48% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $8.17 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $389.15 thousand each.
Princeton Blazer Advisors has custody of $1 million in cash and securities for 1 client in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Princeton Blazer Advisors, LLC for their services and products based on a percentage of assets under management, fixed fees, and commissions. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 1 indirect owner.

Name Entity Date acquired Ownership Employer ID
Munish Sood Shareholder 1 Feb 2006 75% - 100% 2805974

Based in Kingston

The principal office where Princeton Blazer Advisors, LLC performs its advisory services is located at 4422 Route 27, Kingston, NJ 08528 0089 The mailing address of the firm is 4422 Route 27, Kingston, NJ 08528 0089. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 609-642-4200 or by fax 609-514-0330. The normal business hours are 9:00 - 5:00 on Monday - Friday.


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