Principly

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).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    142
    ACCOUNTS
  • Average Account Value
    $2,061
Compensation Options
  • Other
Advisory Services Offered
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CT, FL, IL, LA, MA, NC, NY, PA, TN, TX, WA

Financial Advisors at Principly
Showing 1 - 1 of 1 top financial advisors.
1
Jordan G. Lee
CRD#: 6569564
25 Taylor Street, San Francisco, CA 94102
89
Wealthminder
score

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.

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