Principly (CRD# 281813) is a financial advisory firm headquartered in San Francisco, CA. They manage $292,638 in 142 accounts and serve the financial needs of clients across 12 states (or territories).
Total Assets Under Management0MILLION
Total Number of Accounts142ACCOUNTS
Average Account Value$2,061
CA, CT, FL, IL, LA, MA, NC, NY, PA, TN, TX, WA
Jordan Lee (CRD# 6569564) is an Investment Advisor Representative working at Principly in San Francisco, CA and has over 2 years of experience in the finance industry.