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Building 2PRINCIPAL FINANCIAL ADVISORS, INC.

Map pinDES MOINES, IA
Phone1-800-322-5547
NotebookSEC #801-30958
Total AUM
$9B
Employees
31
Clients
299

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
801 GRAND AVENUE
DES MOINES
IA 50309-0001
United States
Operating Hours
8 AM TO 5 PM
Monday - Friday
Phone
1-800-322-5547

ReceiptFinancials

Total AUM
$9B
Accounts
299
Discretionary
$9B
Accounts
299
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
1
AUM
$68M
Pension/Profit Sharing Plan Clients
208
AUM
$8B
Government Entity Clients
90
AUM
$932.6M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Institutional Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALARAZCACOCTDCDEFLGAIAILINKSKYLAMAMDMIMNMOMSMTNCNENHNJNMNYOHORPASCSDTNTXVAWAWI

HandshakeAffiliates

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Affiliates
Reported 32 business affiliates.
Claimed Affiliates
Reported as an affiliate by 9 other businesses.

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