P
$15.0M Total AUM
$0 Disc. AUM
14.1% 3Y CAGR
1 Employees
261 ADV. Clients
3 yrs Firm Age
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- Custodian
- --
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-11-2022
- Office Locations
- 1
Office Locations
-- Naples FL
About Principled Advisors, Inc.
Principled Advisors, Inc. is a Naples-based RIA. The firm has been operating for 3 years. Managing $15.0M in total assets under management, with 1 advisory representatives. Services offered include Financial Planning, Portfolio Construction.
Team overview
-- AVG AGE
$15.0M AVG AUM / ADVISOR
$57.5K AVG AUM / CLIENT
3.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
3yrs Firm Age
Insights
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Asset Classes
Beacon
Client Personas
Crest
Investment Vehicles
Crest atlas
Services
Element Element vector
Owner & Executives
A
ANTHONY GIRELLINI
Chairman, Chief Compliance Officer, Chief Executive Officer, President
- CRD
- #1968210
- Ownership
- 75% or more
(609) 342-6757
frontier.prime@matrixcapital.com
in linkedin.com/in/summit-momentum
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $15,000,000 | $136,364 |
| Total | $15,000,000 | $136,364 |
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Separately Managed Accounts
Total SMA Asset: $15,000,000
Equity - Exchange:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $8,208,090,725 | 100.0% |
| Total | $8,208,090,725 | 100.0% |