Principly, Inc.
● SEC registered since 2015CRD 281813SEC# 801-106798San Francisco, CA
Reg. AUM
$62.9M
Employees
15
Accounts
18,672
Location
San Francisco, CA
Principly, Inc. assets under management
Principly, Inc. is an investment advisory firm registered with the SEC based in San Francisco, CA. The firm has been registered since 2015. It reports $62.9 million in regulatory assets under management and employs 15 people.
Principly, Inc. owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jordan Gabriel Eckton Lee Control | Chief Executive Officer, Chief Compliance Officer, Shareholder (common) | 25-50% | 2015 |
| Wh2-P LLC Control | Shareholder (preferred) | 50-75% | 2023 |
| Wndrco Holdings II LP Control | Owner And Managing Member | 50-75% | 2023 |
Frequently asked questions
How much does Principly, Inc. manage?
Principly, Inc. reports $62.9 million in regulatory assets under management on its Form ADV.
How many employees does Principly, Inc. have?
Principly, Inc. reports 15 employees.
Where is Principly, Inc. located?
Principly, Inc. is based in San Francisco, CA and has been SEC-registered since 2015.
Does Principly, Inc. disclose fund performance?
Principly, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 474 Bryant St, San Francisco, CA 94107 |
| Phone | +1 (844) SAVE-529 |
| Office hours | 9:30 a.m. To 6:30 p.m. Pacific Time |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$62.9M▲ 32%
Apr '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 95%
Larger than 5% of 16,271 advisers
EmployeesTop 30%
More than 70% of 16,825 advisers
Assets under management
$62.9Mregulatory AUM
Discretionary $0Non-discretionary $62.9M