Principly (CRD# 281813) is a financial advisory firm headquartered in San Francisco, CA. They manage $15,000 in 45 accounts and serve the financial needs of clients across 6 states (or territories).
Total Assets Under Management0MILLION
Total Number of Accounts45ACCOUNTS
Average Account Value$333
- A percentage of assets under your management
CA, LA, NC, NY, TN, TX
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.