801 Grand Ave
Des Moines, Iowa 50392-0001
Tel: 800-787-1621
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.
SEC Current Status | Approved |
---|---|
Firm CRD# | 109002 |
SEC# | 801-55959 |
Assets Managed by Firm | $377,222,976,882 |
No. of Clients | 6824 |
No. of Advisors | 1955 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 6824 | $377,222,976,882 |
Individuals (other than high net worth individuals) | 5476 | $1,651,805,909 |
High net worth individuals | 324 | $876,714,887 |
Pension and profit sharing plans | 553 | $47,327,183,024 |
Charitable organizations | 22 | $1,081,789,616 |
Corporations or other businesses | 149 | $4,673,641,290 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$93,913,367,327 | 643 | 645 | |
$88,549,358,554 | 213 | 258 | |
$87,368,733,496 | 448526 | 3312 | |
$16,157,423,229 | 212836 | 383 | |
$12,105,712,948 | 54844 | 1349 |
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