Principium Investments LLC

Principium Investments LLC (CRD# 124989) is a financial advisory firm headquartered in , . They manage $122,176,306 in 226 accounts and serve the financial needs of clients across 9 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    122
    MILLION
  • Total Number of Accounts
    226
    ACCOUNTS
  • Average Account Value
    $540,603
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
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
Showing 1 - 2 of 2 top financial advisors.
1
Michael P. Tracy
CRD#: 1805024
Boulder, CO

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 M. Tracy
CRD#: 7165363
Boulder, CO

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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.