Falists
← Back to search

BACKER

PRINCIPLY, INC.

CRD 281813 · SEC 801-106798

Visit website

474 BRYANT ST, SAN FRANCISCO, CA, 94107, United States

Phone

+1 (844) SAVE-529

Fax

—

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$62.9M

Discretionary AUM

$0

Team

15 total employees; 1 advisory reps

Clients

—

Fees

Fixed fees

Org form

Corporation

Filing date

2026-03-31

Disciplinary history

No

Services

ADVICE ON INVESTING IN 529 PLANS

Client types

TypeClientsAUM
Individuals14482$62.9M

States served

VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, HI, CT, FL, SD

All web addresses on file

Official SEC filing: View on IAPD