PRINCIPIUM INVESTMENTS LLC

1 registered advisor·CRD# 124989
SEC# 801-617680(303) 351-5353
01

Firm Overview

AUM
$153M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at PRINCIPIUM INVESTMENTS LLC

1 registered advisor
Michael Patrick Tracy
BOULDER, Colorado
05

Office Locations

BOULDER, Colorado
1 advisor

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Data sourced from SEC Form ADV filings. PRINCIPIUM INVESTMENTS LLC (CRD# 124989) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.