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Building 2PRINCIPIUM INVESTMENTS LLC

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Phone(303) 351-5353
NotebookSEC #801-61768
Total AUM
$225.4M
Employees
3
Clients
236

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
(303) 351-5353

ReceiptFinancials

Total AUM
$225.4M
Accounts
508
Discretionary
$225.4M
Accounts
508
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
176
AUM
$47.5M
HNW Individual Clients
51
AUM
$163.1M
Pension/Profit Sharing Plan Clients
5
AUM
$4M
Charitable Organization Clients
3
AUM
$1.1M
Corporation or Business Clients
1
AUM
$9.8M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOFLILMNNENYORTNTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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