Investment adviser · CRD 126069

PRINCIPLE PLANNING ADVISORS, LLC

Investment adviser filing (IA)

ROSWELL, GA, United States · Form ADV filed Apr 1, 2013

Regulatory AUM
$114M
Form ADV · Item 5.F
Client accounts
214
Accounts, not individual clients
Employees
2
Reported in this filing
Advisory professionals
2
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Apr 1, 2013. View historical filings

Reported services

Financial planning · Individual portfolio management · Selection of other advisers · Publication of newsletters

Compensation

Percentage of assets · Hourly · Fixed

Principal office

500 COLONIAL CENTER PKWY, SUITE 600
ROSWELL, GA, 30076, United States

CRD 126069

Filing source

Form ADV 719446 · Apr 1, 2013 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.