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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Principly Inc
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|---|---|
| CRD # | 281813 |
| SEC # | 801-106798 |
| CIK # | |
| AUM | $45.5 M (2025-04-02) |
| Employees | 20 (5% Investors, 0% Brokers) |
| Phone | 844529 |
| Address | 474 Bryant St San Francisco, CA 94107 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 9,494 | 45.5 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (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 | 0 | 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 | 9,494 | 45.5 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 9,494 | 45.5 |
| Total | 9,494 | 45.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 45.5 | |
| Total | 9,494 | 45.5 |
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|---|---|---|
|
Swan Wealth Advisors LLC
✚
|
CO | 0.1 |
|
IQCIO LLC
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|
NY | 0.1 |
|
Investall Inc
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NY | 0.1 |
|
Gavltd International Corporation
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|
TX | 0.0 |
|
Global Beta Advisors LLC
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|
PA | 0.0 |
|
Global Autotrading Inc
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0.0 | |
|
Earlyview Capital Ltd
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|
0.0 | |
|
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|
CO | 0.0 |
|
CNL Residential Credit Manager LLC
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|
FL | 0.0 |
|
Qarma Technology Inc
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0.0 |