PRINCIPLE PLANNING ADVISORS, LLC
CRD #126069 SEC #801-62407 ROSWELL, GA 770-998-8721
SEC Registered
Total AUM
$97.1M
Discretionary
$68.2M
Employees
1
Clients
11
Accounts
213
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2013 | $114.5M | $84.1M | $30.4M | 2 | 26 |
| Mar 2012 | $97.1M | $68.2M | $28.9M | 1 | 26 |
| Mar 2011 | $96.9M | $67.7M | $29.3M | 5 | -- |
| Nov 2007 | $73.7M | $0 | $73.7M | 5 | -- |
| Mar 2007 | $73.7M | $0 | $73.7M | 5 | -- |
| Mar 2006 | $71.9M | $0 | $71.9M | 5 | -- |
DateApr 2013
Total AUM$114.5M
Discretionary$84.1M
Non-Disc.$30.4M
Employees2
Clients26
DateMar 2012
Total AUM$97.1M
Discretionary$68.2M
Non-Disc.$28.9M
Employees1
Clients26
DateMar 2011
Total AUM$96.9M
Discretionary$67.7M
Non-Disc.$29.3M
Employees5
Clients--
DateNov 2007
Total AUM$73.7M
Discretionary$0
Non-Disc.$73.7M
Employees5
Clients--
DateMar 2007
Total AUM$73.7M
Discretionary$0
Non-Disc.$73.7M
Employees5
Clients--
DateMar 2006
Total AUM$71.9M
Discretionary$0
Non-Disc.$71.9M
Employees5
Clients--