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PRINCIPLE WEALTH
670 Boston Post Road
Madison, Connecticut 06443
Tel: 203-318-8892
About PRINCIPLE WEALTH
PRINCIPLE WEALTH, formally registered with the SEC as PRINCIPLE WEALTH. The firm was established in 10/20/2017. They have over 4 offices throughout the country.
PRINCIPLE WEALTH is a Madison, Connecticut based Financial Planning firm with nearly $2,222,598,130 assets under management, offering retirement planning & investment advisory services to 3356 clients. The firm is staffed with 25 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 290180 |
| SEC# | 801-111911 |
| Assets Managed by Firm | $2,222,598,130 |
| No. of Clients | 3356 |
| No. of Advisors | 25 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 3356 | $2,222,598,130 |
| Individuals (other than high net worth individuals) | 529 | $183,839,556 |
| High net worth individuals | 436 | $1,923,925,907 |
| Pension and profit sharing plans | 14 | $45,562,847 |
| Charitable organizations | Fewer than 5 clients | $133,568 |
| Corporations or other businesses | 14 | $69,136,252 |
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