Overview
Assets Under Management: $887 million
Headquarters: DES MOINES, IA
High-Net-Worth Clients: 35
Average Client Assets: $1 million
Frequently Asked Questions
PRINCIPAL ADVISED SERVICES, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #297324), PRINCIPAL ADVISED SERVICES, LLC is subject to fiduciary duty under federal law.
PRINCIPAL ADVISED SERVICES, LLC is headquartered in DES MOINES, IA.
PRINCIPAL ADVISED SERVICES, LLC serves 35 high-net-worth clients according to their SEC filing dated August 13, 2025. View client details ↓
According to their SEC Form ADV, PRINCIPAL ADVISED SERVICES, LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
PRINCIPAL ADVISED SERVICES, LLC manages $887 million in client assets according to their SEC filing dated August 13, 2025.
According to their SEC Form ADV, PRINCIPAL ADVISED SERVICES, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 35
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 5.87
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 16,940
Discretionary Accounts: 16,940
Regulatory Filings
CRD Number: 297324
Filing ID: 2006133
Last Filing Date: 2025-08-13 15:24:00
Website: https://principal.com