PRINCIPLED ADVISORS, INC.

6 known aliases resolved via the canonical alias map

Market position · 2024

Plans served9Rank #1477 of mapped providers

Assets under administration$86M0.0%Market share · rank #7518

Fees received$264,647Median $28,857/planSum across Schedule C direct + indirect

Net wins YoY+00 won · 0 lostPlan-level switch detection

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