PRINCIPAL ADVISED SERVICES

655 9th Street
Des Moines, Iowa 50309
Tel: 866-412-0770

About PRINCIPAL ADVISED SERVICES

PRINCIPAL ADVISED SERVICES, formally registered with the SEC as PRINCIPAL ADVISED SERVICES. The firm was established in 12/14/2018. They have over 47 offices throughout the country.

PRINCIPAL ADVISED SERVICES is a Des Moines, Iowa based Financial Planning firm with nearly $569,489,941 assets under management, offering retirement planning & investment advisory services to 11801 clients. The firm is staffed with 140 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	297324
SEC#	801-114432
Assets Managed by Firm	$569,489,941
No. of Clients	11801
No. of Advisors	140

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	11801	$569,489,941
Individuals (other than high net worth individuals)	11786	$546,571,864
High net worth individuals	15	$22,918,077

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