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WP

William F. Primm

PRINCETON INVESTMENT MANAGEMENT COMPANY
CREAM RIDGE, NJ 08514
Some features on this profile are disabled
CRD#: 4326726
WP

Professional summary

William Francis Primm is a registered financial advisor currently at PRINCETON INVESTMENT MANAGEMENT COMPANY located in Cream Ridge, New Jersey.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. William has worked at 1 firm .

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Francis Primm's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

June 19, 2001 - Present

PRINCETON INVESTMENT MANAGEMENT COMPANY

Office #1: 163 Burlington Path Suite J, Cream Ridge, NJ 08514
RIA
CRD#: 105891
CREAM RIDGE, NJ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
PI
PRINCETON INVESTMENT MANAGEMENT COMPANY
PRIMM & CO INC | PRINCETON INVESTMENT MANAGEMENT COMPANY

CRD#: 105891 / SEC#: 801-29455

RIA
Registered Investment Advisory firm - (5/11/1987 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Florida
(6/19/2001)
IAR
New Jersey
(7/3/2002)

Exams

Current Firm

PI
PRINCETON INVESTMENT MANAGEMENT COMPANY
PRIMM & CO INC | PRINCETON INVESTMENT MANAGEMENT COMPANY

CRD#: 105891 / SEC#: 801-29455

RIA
Registered Investment Advisory firm - (5/11/1987 Approved)
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Contact information

Main Address
Cream Ridge, NJ
Mailing Address
Phone number
(609) 758-6502
Established
Firm type
Fiscal year end
# of Employees
2

SEC notice filing (2 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

PRINCETON INVESTMENT MANAGEMENT BROCHURE (1/6/2025)

Regulatory assets under management

Total Number of Accounts20
AUM (Assets Under Management)$ 106,421,583

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

PRINCETON INVESTMENT MANAGEMENT COMPANY

CRD#: 105891Cream Ridge, NJ 08514

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