Principly

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).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    45
    ACCOUNTS
  • Average Account Value
    $333
Compensation Options
  • A percentage of assets under your management
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, LA, NC, NY, TN, TX

Financial Advisors at Principly
Showing 1 - 1 of 1 top financial advisors.
1
Jordan G. Lee
CRD#: 6569564
4553a 18th St, San Francisco, CA 94114
87
Wealthminder
score

Jordan Lee (CRD# 6569564) is an Investment Advisor Representative working at Principly in San Francisco, CA and has 1 year of experience in the finance industry.

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