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PRINCIPAL ASSET MANAGEMENT

801 Grand Ave
Des Moines, Iowa 50392-0001
Tel: 800-787-1621

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About PRINCIPAL ASSET MANAGEMENT

PRINCIPAL ASSET MANAGEMENT, formally registered with the SEC as PRINCIPAL ASSET MANAGEMENT. The firm was established in 10/26/1998. They have over 20 offices throughout the country.

PRINCIPAL ASSET MANAGEMENT is a Des Moines, Iowa based Financial Planning firm with nearly $377,222,976,882 assets under management, offering retirement planning & investment advisory services to 6824 clients. The firm is staffed with 1955 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#109002
SEC#801-55959
Assets Managed by Firm$377,222,976,882
No. of Clients6824
No. of Advisors1955

Fee Structure

  • A percentage of AUM
  • Fixed fees
  • Performance Based
  • Other (CHARGE ON A COST ALLOCATION BASIS TO PRINCIPAL LIFE)

Advisory Services Provided

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection for other advisors
  • Education seminars/workshops
  • Other (SPREAD LENDING MANAGEMENT AND ADVICE; ASSET ALLOCATION SERVICES; PROVIDING MODEL PORTFOLIOS)

Firm Client Information

No. of ClientsAUM
Firm Total6824$377,222,976,882
Individuals (other than high net worth individuals)5476$1,651,805,909
High net worth individuals324$876,714,887
Pension and profit sharing plans553$47,327,183,024
Charitable organizations22$1,081,789,616
Corporations or other businesses149$4,673,641,290

More Retirement Planning firms in Des Moines, Iowa:

Firm NameAssets Under ManagementTotal ClientsTotal Advisors
PRINCIPAL REAL ESTATE
801 Grand Ave
Des Moines, IA, 50392-0001
$93,913,367,327643645
AEGON ASSET MANAGEMENT US
6300 C Street Sw
Cedar Rapids, IA, 52499-5338
$88,549,358,554213258
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
1776 Pleasant Plain Rd.
Fairfield, IA, 52556-8757
$87,368,733,4964485263312
TRANSAMERICA RETIREMENT ADVISORS, LLC
6400 C Street Sw
Cedar Rapids, IA, 52499
$16,157,423,229212836383
PRINCIPAL SECURITIES, INC.
711 High Street
Des Moines, IA, 50392
$12,105,712,948548441349

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