PRINCIPLY, INC. of SAN FRANCISCO, CA is an SEC-registered investment adviser (CRD 281813). Regulatory assets under management: $62.9M.
Compensation: Fixed.
Clients served: Other.
| Name | Role | Location |
|---|---|---|
| Jordan Gabriel Eckton Lee | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER, SHAREHOLDER (COMMON) | — |
| Lee Jordan Gabriel Eckton | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER, MANAGING MEMBER, OWNER; CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER, SHAREHOLDER (COMMON) | — |
| CHAO ABIGAIL | CHIEF OPERATING OFFICER; SHAREHOLDER (COMMON) | — |
| BLAISDELL THOMAS B | TRUSTEE | — |
| CHAO ABIGAIL MAY | SHAREHOLDER (COMMON) | — |