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PRINCIPLED ADVISORS, INC.

CRD 323468 · SEC 801-126718

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NJ, United States

Phone

877-860-0900

Fax

877-860-0906

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$15.0M

Discretionary AUM

$0

Team

1 total employees; 1 advisory reps; 111 broker-dealer reps

Clients

0

Fees

Percentage of AUM; Fixed fees

Org form

Corporation

Filing date

2026-03-31

Disciplinary history

No

Services

Portfolio management (individuals)Pension consultingSelection of other advisers

Client types

TypeClientsAUM
Individuals105$12.0M
High net worth individuals5$3.0M
Pension/profit sharing plans40—

States served

NJ, NY, TX, FL

All web addresses on file

Official SEC filing: View on IAPD