Principle Wealth Partners is an investment advisor in Madison with $2.19 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
822283737
SEC advisor number
801-111911
FINRA CRD number
290180
AUM ?
$2.22 bn
(as of 19 Mar 24)
Accounts
3,356
(as of 19 Mar 24)
Employees
25
(21 investment advisory or research)
Address
Principle Wealth Partners
99 DURHAM ROAD
MADISON
CT 06443
99 DURHAM ROAD
MADISON
CT 06443
Phone
2033188892
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR/A
Quarterly holdings report by institutional manager (amended)
23 Apr 24
13F-HR
Quarterly holdings report by institutional manager
23 Apr 24
13F-HR
Quarterly holdings report by institutional manager
5 Feb 24
13F-HR
Quarterly holdings report by institutional manager
1 Nov 23
13F-HR
Quarterly holdings report by institutional manager
31 Jul 23
13F-HR
Quarterly holdings report by institutional manager
10 May 23
13F-HR
Quarterly holdings report by institutional manager
2 Feb 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
2 Aug 22
13F-HR
Quarterly holdings report by institutional manager
12 May 22