PRINCIPIA WEALTH ADVISORY, LLC
Tel: 214-775-0899 13355 Noel Rd. Ste 1100 Dallas, Texas 75240
About PRINCIPIA WEALTH ADVISORY, LLC
PRINCIPIA WEALTH ADVISORY, LLC is a Dallas, Texas based financial advisory firm with nearly $163,200,000 in assets under management and provides investment advisory services for 634 clients. There are currently 5 financial advisors at the firm.
General Information
Firm CRD#:
152678
Firm SEC#:
801-127042
Assets Under Management:
$163,200,000
No. of Clients:
634
Advisory Services Provided:
Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pesnsion consulting services
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