First Principles Group
First Principles Group is an SEC-registered ria with $35.7M assets under management (AUM, regulatory AUM), -999% over one year. See who owns First Principles Group: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 325539, data through 2024-03-31.
- AUM (assets under management / regulatory AUM)
- $35.7M (2024-03-31)
- Firm type
- Ria
- Employees
- 1
- Clients
- 19
- CRD
- 325539
- Ownership
- FPG INVESTMENTS HOLDINGS, LLC; MAURER, ROBERT, JOHN; HOLLAND, BENJAMIN; YASTE, TAELIM, HARRISON
How much AUM does First Principles Group have?
First Principles Group reported $35.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2024-03-31).
Who owns First Principles Group?
Disclosed owners and executives of First Principles Group include FPG INVESTMENTS HOLDINGS, LLC, MAURER, ROBERT, JOHN, HOLLAND, BENJAMIN, YASTE, TAELIM, HARRISON. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.