Principled Advisors, Inc.
● SEC registered since 2022CRD 323468SEC# 801-126718
Reg. AUM
$15M
Employees
1
Accounts
110
Location
—
Principled Advisors, Inc. assets under management
Principled Advisors, Inc. is an SEC-registered investment adviser. The firm has been registered since 2022. It reports $15 million in regulatory assets under management and employs 1 people.
Principled Advisors, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Anthony Girellini Control | Chairman & Ceo, Cco | Over 75% | 2022 |
Frequently asked questions
How much does Principled Advisors, Inc. manage?
Principled Advisors, Inc. reports $15 million in regulatory assets under management on its Form ADV.
How many employees does Principled Advisors, Inc. have?
Principled Advisors, Inc. reports 1 employees.
Does Principled Advisors, Inc. disclose fund performance?
Principled Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 877-860-0900 |
| Fax | 877-860-0906 |
| Office hours | 9a.m. To 5p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$15MNo change
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 98%
Larger than 2% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$15Mregulatory AUM
Discretionary $0Non-discretionary $15M