PRINCIPLED ADVISORS, INC.
  • PRINCIPLED ADVISORS, INC.

Adviser Profile

As of Date 03/31/2026
Registration SEC, Approved, 10/11/2022
Contact Info 877 xxxxxxx
Websites
AUM* 15,000,000 25%
of that, discretionary 0
Number of Employees 1
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 136,364 12%
% High Net Worth 3.33% -7%
SMA’s No
Private Funds 0

Adviser Type

- Pension consultant

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

15M 13M 11M 9M 6M 4M 2M
2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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Brochure Summary