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PRINCIPAL STREET PARTNERS, LLC

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

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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 StatusApproved
Firm CRD#285485
SEC#801-108508
Assets Managed by Firm$2,872,187,942
No. of Clients724
No. of Advisors12

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 ClientsAUM
Firm Total724$2,872,187,942
High net worth individuals110$1,633,924,158
Other investment advisers11$866,216,559

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