PRINCIPLY, INC.
Legal name: BACKER
CRD #281813 SEC #801-106798 SAN FRANCISCO, CA +1 (844) SAVE-529
SEC Registered
Total AUM
$47.5M
Discretionary
$0
Employees
20
Clients
--
Accounts
11,885
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $45.5M | $0 | $45.5M | 20 | 0 |
| Feb 2024 | $38.6M | $0 | $38.6M | 20 | 0 |
| Mar 2023 | $32.1M | $0 | $32.1M | 15 | 0 |
| Sep 2022 | $26.1M | $0 | $26.1M | 15 | 0 |
| May 2022 | $26.1M | $0 | $26.1M | 15 | 0 |
| Mar 2022 | $26.1M | $0 | $26.1M | 15 | 0 |
| May 2021 | $19.3M | $0 | $19.3M | 11 | 0 |
| Mar 2021 | $17.3M | $0 | $17.3M | 11 | 0 |
| Jun 2020 | $5.3M | $0 | $5.3M | 8 | 0 |
| Jun 2020 | $5.3M | $0 | $5.3M | 8 | 0 |
| Apr 2020 | $5.3M | $0 | $5.3M | 8 | 0 |
| Mar 2019 | $2.2M | $2.2M | $0 | 6 | 0 |
| Jan 2019 | $1.7M | $0 | $1.7M | 6 | 0 |
| May 2018 | $459K | $0 | $459K | 7 | 0 |
| Apr 2018 | $459K | $0 | $459K | 7 | 0 |
| Mar 2018 | $459K | $0 | $459K | 7 | 0 |
| Oct 2017 | $292.6K | $0 | $292.6K | 7 | 0 |
| Sep 2017 | $292.6K | $0 | $292.6K | 7 | 100 |
| Mar 2017 | $104.4K | $104.4K | $0 | 4 | 1 |
| Sep 2016 | $104.4K | $104.4K | $0 | 4 | 1 |
| Sep 2016 | $104.4K | $104.4K | $0 | 4 | 1 |
| Jul 2016 | $15K | $15K | $0 | 1 | 1 |
| Mar 2016 | $150K | $150K | $0 | 1 | 1 |
DateApr 2025
Total AUM$45.5M
Discretionary$0
Non-Disc.$45.5M
Employees20
Clients0
DateFeb 2024
Total AUM$38.6M
Discretionary$0
Non-Disc.$38.6M
Employees20
Clients0
DateMar 2023
Total AUM$32.1M
Discretionary$0
Non-Disc.$32.1M
Employees15
Clients0
DateSep 2022
Total AUM$26.1M
Discretionary$0
Non-Disc.$26.1M
Employees15
Clients0
DateMay 2022
Total AUM$26.1M
Discretionary$0
Non-Disc.$26.1M
Employees15
Clients0
DateMar 2022
Total AUM$26.1M
Discretionary$0
Non-Disc.$26.1M
Employees15
Clients0
DateMay 2021
Total AUM$19.3M
Discretionary$0
Non-Disc.$19.3M
Employees11
Clients0
DateMar 2021
Total AUM$17.3M
Discretionary$0
Non-Disc.$17.3M
Employees11
Clients0
DateJun 2020
Total AUM$5.3M
Discretionary$0
Non-Disc.$5.3M
Employees8
Clients0
DateJun 2020
Total AUM$5.3M
Discretionary$0
Non-Disc.$5.3M
Employees8
Clients0
DateApr 2020
Total AUM$5.3M
Discretionary$0
Non-Disc.$5.3M
Employees8
Clients0
DateMar 2019
Total AUM$2.2M
Discretionary$2.2M
Non-Disc.$0
Employees6
Clients0
DateJan 2019
Total AUM$1.7M
Discretionary$0
Non-Disc.$1.7M
Employees6
Clients0
DateMay 2018
Total AUM$459K
Discretionary$0
Non-Disc.$459K
Employees7
Clients0
DateApr 2018
Total AUM$459K
Discretionary$0
Non-Disc.$459K
Employees7
Clients0
DateMar 2018
Total AUM$459K
Discretionary$0
Non-Disc.$459K
Employees7
Clients0
DateOct 2017
Total AUM$292.6K
Discretionary$0
Non-Disc.$292.6K
Employees7
Clients0
DateSep 2017
Total AUM$292.6K
Discretionary$0
Non-Disc.$292.6K
Employees7
Clients100
DateMar 2017
Total AUM$104.4K
Discretionary$104.4K
Non-Disc.$0
Employees4
Clients1
DateSep 2016
Total AUM$104.4K
Discretionary$104.4K
Non-Disc.$0
Employees4
Clients1
DateSep 2016
Total AUM$104.4K
Discretionary$104.4K
Non-Disc.$0
Employees4
Clients1
DateJul 2016
Total AUM$15K
Discretionary$15K
Non-Disc.$0
Employees1
Clients1
DateMar 2016
Total AUM$150K
Discretionary$150K
Non-Disc.$0
Employees1
Clients1