Michael Patrick Tracy
Investment adviser representative at Principium Investments LLC
18 yearsExperience
4 statesRegistered in
CFP® certificationDesignation
$225.4MFirm assets
Are you Michael Patrick Tracy? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
18 years in the industry.
- Principium Investments LLCMay 2008 to now
- Vinoy Capital, LLCApr 2008 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1991
State registrations
Registered as an investment adviser representative in 4 states (CO, FL, MN, TX).
Principium Investments LLC
$225.4MAssets managed
236Clients
2Advisers
23 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1805024
- Firm CRD
- 124989