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PRINCIPIA WEALTH ADVISORY, LLC

Tel: 214-775-0899
13355 Noel Rd. Ste 1100
Dallas, Texas  75240

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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

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Pesnsion consulting services

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

152678

SEC#:

801-127042

No. of Clients:

634

Assets under Management

$163,200,000

No. of Advisors:

5

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