PRINCIPAL STREET PARTNERS, LLC

999 Shady Grove Rd South
Suite 105
Memphis, Tennessee 38120
Tel: 844-678-6900

About PRINCIPAL STREET PARTNERS, LLC

PRINCIPAL STREET PARTNERS, LLC, formally registered with the SEC as PRINCIPAL STREET PARTNERS, LLC. The firm was established in 10/17/2016. They have over 2 offices throughout the country.

PRINCIPAL STREET PARTNERS, LLC is a Memphis, Tennessee based Financial Planning firm with nearly $2,872,187,942 assets under management, offering retirement planning & investment advisory services to 724 clients. The firm is staffed with 12 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	285485
SEC#	801-108508
Assets Managed by Firm	$2,872,187,942
No. of Clients	724
No. of Advisors	12

Fee Structure

A percentage of AUM
Fixed fees
Performance Based
Other (12B-1 FEES)

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Other (INVESTMENT MODELS TO OTHER INVESTMENT ADVISERS)

Firm Client Information

	No. of Clients	AUM
Firm Total	724	$2,872,187,942
High net worth individuals	110	$1,633,924,158
Other investment advisers	11	$866,216,559

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