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Principled Advisors, Inc.

● SEC registered since 2022CRD 323468SEC# 801-126718
Export (members)
Reg. AUM
$15M
Employees
1
Accounts
150
Location
—

Principled Advisors, Inc. assets under management

Principled Advisors, Inc. is an SEC-registered investment adviser. The firm has been registered since 2022. It reports $15 million in regulatory assets under management and employs 1 people.
www.principled.comView on SEC.gov ↗

Principled Advisors, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Anthony Girellini ControlPresident, CcoOver 75%2022

Frequently asked questions

How much does Principled Advisors, Inc. manage?

Principled Advisors, Inc. reports $15 million in regulatory assets under management on its Form ADV.

How many employees does Principled Advisors, Inc. have?

Principled Advisors, Inc. reports 1 employees.

Does Principled Advisors, Inc. disclose fund performance?

Principled Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone877-860-0900
Fax877-860-0906
Office hours9a.m. To 5p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary—
Non-discretionary$15M
Total (RAUM)$15M