Overview
Assets Under Management: $887 million
Headquarters: DES MOINES, IA
High-Net-Worth Clients: 35
Average Client Assets: $1 million
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