PRINCIPLE PLANNING ADVISORS, LLC

PRINCIPLE PLANNING ADVISORS, LLC of ROSWELL, GA is an SEC-registered investment adviser (CRD 126069). Regulatory assets under management: $114.5M.

Registration

• CRD: 126069
• SEC file number: 801-62407
• Type: Registered investment adviser
• Location: 500 COLONIAL CENTER PKWY, SUITE 600, ROSWELL, GA, 30076
• Phone: 770-998-8721
• Latest filing: 2013-04-01
• Regulatory AUM: $114.5M
• Discretionary AUM: $84.1M
• Non-discretionary AUM: $30.4M
• Clients: 2
• Accounts: 214

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 126069 on SEC IAPD (source of record)
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