Tech stack
No one at Princeton Investment Management Company has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.
Custodial Platform
Schwab
Per Form ADV · $72M held · filed Jan 2024
Morgan Stanley
Per Form ADV · $38M held · filed Jan 2024