Principium Investments LLC
Principium Investments LLC (CRD# 124989) is a financial advisory firm headquartered in Boulder, CO. They manage $91,295,721 in 335 accounts and serve the financial needs of clients across 8 states (or territories).
Total Assets Under Management91MILLION
Total Number of Accounts335ACCOUNTS
Average Account Value$272,525
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, CO, FL, MN, NY, OR, TN, TX
Michael Tracy (CRD# 1805024) is an Investment Advisor Representative working at Principium Investments LLC in Boulder, CO and has over 26 years of experience in the finance industry. Michael Tracy has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Gregory Berry (CRD# 6819496) is an Investment Advisor Representative working at Principium Investments LLC in Boulder, CO and has 1 year of experience in the finance industry.