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| Principled Advisors Inc
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| |
|---|---|
| CRD # | 323468 |
| SEC # | 801-126718 |
| CIK # | |
| AUM | $12.0 MM (2024-06-13) |
| Employees | 1 (100% Investors, 100% Brokers) |
| Phone | 877-860-0900 |
| Address | 15611 Vittorio St Naples, FL 34114 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 94 | 9.0 |
| (b) Individuals (high net worth individuals) | 5 | 3.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 41 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 99 | 12.0 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 99 | 12.0 |
| Total | 99 | 12.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 12.0 | |
| United States Persons | 0.0 | |
| Total | 99 | 12.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Broadcore Investments LP
✚
|
NY | 0.0 |
|
Entrust Investment Management LLC
✚
|
LA | 0.0 |
|
Sphinx Investments LLC
✚
|
VA | 0.0 |
|
MCA Cross Border Advisors Inc
✚
|
0.0 | |
|
SNC Wealth Management LLC
✚
|
NJ | 0.0 |
|
Portfolio Thinktank
✚
|
CO | 0.0 |
|
St Bernard Asset Management Inc
✚
|
AR | 0.0 |
|
JB Wealth Advisors LLC
✚
|
TN | 0.0 |
|
Supreme Alliance LLC
✚
|
NC | 0.0 |
|
Cleveralpha Asset Management LLC
✚
|
CA | 0.0 |