Principled Advisors, Inc.
Principled Advisors, Inc. is an SEC-registered mass-market adviser with $15.0M assets under management (AUM, regulatory AUM), +0% over one year. See who owns Principled Advisors, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 323468, SEC 801-126718, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $15.0M (2026-03-31)
- Firm type
- Mass-Market Adviser
- Employees
- 1
- Clients
- 150
- CRD
- 323468
- Ownership
- GIRELLINI, ANTHONY
How much AUM does Principled Advisors, Inc. have?
Principled Advisors, Inc. reported $15.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Principled Advisors, Inc.?
Disclosed owners and executives of Principled Advisors, Inc. include GIRELLINI, ANTHONY. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.