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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-29-2003
- Office Locations
- 1
Office Locations
About Principium Investments LLC
Principium Investments is a Boulder, CO–based, fee-only SEC-registered RIA providing wealth management, portfolio management, and comprehensive financial and estate planning. The firm serves individuals, families, and retirement plans across life stages (including young professionals through retirees), tailoring strategies to goals, tax needs, and values. Portfolios use mutual funds, ETFs, and stocks with an active, dynamic allocation approach; the firm also advises on philanthropic and impact investing, with a nonprofit arm (Global Brain Foundation) funded by a portion of profits.
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Owner & Executives
MICHAEL PATRICK TRACY
Chief Compliance Officer, Portfolio Manager, Principal
- CRD
- #1805024
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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Spencer Michael Chandler Tracy
Portfolio Manager, Principal
- CRD
- #7165363
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $225,403,551 | $443,708 |
| Non-Discretionary | $0 | -- |
| Total | $225,403,551 | $443,708 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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