PRINCIPAL STREET PARTNERS, LLC

949 Shady Grove Rd South
Suite 402
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 3 offices throughout the country.

PRINCIPAL STREET PARTNERS, LLC is a Memphis, Tennessee based Financial Planning firm with nearly $2,780,152,172 assets under management, offering retirement planning & investment advisory services to 99 clients. The firm is staffed with 13 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	285485
SEC#	801-108508
Assets Managed by Firm	$2,780,152,172
No. of Clients	99
No. of Advisors	13

Fee Structure

A Percentage of AUM
Performance Based

Advisory Services Provided

Portfolio Management for Individuals
Portfolio Management for Investment
Portfolio Management for pooled Investment

Firm Client Information

	No. of Clients	AUM
Firm Total	99	$2,780,152,172
High net worth individuals	86	$1,533,734,444
Other investment advisers	8	$846,689,192

Inquire with PRINCIPAL STREET PARTNERS, LLC

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