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Firms / California

Backer

San Francisco, CA. Legal name: Principly, Inc.

1 advisor$62.9 million managedFee-only

About the firm

A registered investment advisory firm based in San Francisco, California. It manages about $62.9 million for roughly 14,482 individual clients. Services include other services.

How they work

How they’re paid ?Flat or fixed fees
Typical client size ?$4,342
Assets under management ?$62.9 million
Individual clients14,482
Median years of experience11
FoundedNot stated

Services

Other services

Advisors at Backer

1Advisors
11Median years of experience
1States with offices
–Offices
1 advisor · Backer
Backer
11yrs
Jordan Lee
Financial advisor
474 Bryant St
San Francisco, CA 94107
11 years in the industry
FiduciaryFee-only firm
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Also known as

Principly, Inc. · Principly · Collegebacker

About Backer

How do I contact Backer?

Call the main office at +1 (844) SAVE-529. The main office is at 474 Bryant St, San Francisco, CA 94107.

How is Backer paid?

The firm reports being paid by flat or fixed fees. Ask for your total yearly cost in dollars.

What services does Backer offer?

Other services.

How many advisors work at Backer?

We list 1 advisor currently registered with the firm.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.