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PRINCIPAL REAL ESTATE
DES MOINES, IA
800-787-1621
SEC #801-55618Total AUM
$105.6B
Employees
477Clients
681Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
801 GRAND AVE
DES MOINES
IA 50392-0001
United States
DES MOINES
IA 50392-0001
United States
Operating Hours
8:00A.M. - 5:00P.M.
Monday - Friday
Monday - Friday
Phone
800-787-1621
Other Offices
15
Financials
Total AUM
$105.6B
Accounts
681Discretionary
$73.9B
Accounts
624Non-Discretionary
$31.7B
Accounts
57
Clients
Individual Clients
427AUM
$112.8M
HNW Individual Clients
37AUM
$74.3M
Banking Clients
39AUM
$8B
Investment Company Clients
16AUM
$9.7B
Pooled Vehicle Clients
6AUM
$591.1M
Pension/Profit Sharing Plan Clients
39AUM
$8.7B
Charitable Organization Clients
6AUM
$496M
Government Entity Clients
52AUM
$41B
Insurance Company Clients
46AUM
$29.3B
Sovereign Wealth Fund Clients
5AUM
$387.8M
Corporation or Business Clients
8AUM
$7.2B
Services
Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management
Other Services
PROVIDING MODEL PORTFOLIOS
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based
Compliance
Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
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Affiliates
Affiliates
Reported 69 business affiliates.
Claimed Affiliates
Reported as an affiliate by 21 other businesses.