Principium Investments LLC
Principium Investments LLC (CRD# 124989) is a financial advisory firm headquartered in , . They manage $153,102,780 in 489 accounts and serve the financial needs of clients across 9 states (or territories).
Current Firm Details
Principium Investments LLC
By the Numbers
-
Total Assets Under Management153MILLION
-
Total Number of Accounts489ACCOUNTS
-
Average Account Value$313,094
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, CO, FL, IL, MN, NY, OR, TN, TX
Financial Advisors at Principium Investments LLC
1
Michael Tracy (CRD# 1805024) is an Investment Advisor Representative working at Principium Investments LLC in Boulder, CO and has over 32 years of experience in the finance industry.
2
Spencer Tracy (CRD# 7165363) is an Investment Advisor Representative working at Principium Investments LLC in Boulder, CO and has over 2 years of experience in the finance industry.
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