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Building 2PRINCIPAL ADVISED SERVICES

Map pinDES MOINES, IA
Phone866-412-0770
NotebookSEC #801-114432
Total AUM
$1.4B
Employees
383
Clients
23,164

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
655 9TH STREET
DES MOINES
IA 50309
United States
Operating Hours
8-5PM
Monday - Friday
Phone
866-412-0770
Other Offices
92

ReceiptFinancials

Total AUM
$1.4B
Accounts
23,164
Discretionary
$1.4B
Accounts
23,164
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
23,100
AUM
$1.3B
HNW Individual Clients
64
AUM
$89.7M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWV

HandshakeAffiliates

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Affiliates
Reported 13 business affiliates.
Claimed Affiliates
Reported as an affiliate by 12 other businesses.

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