Overview
Assets Under Management: $99.4 billion
Headquarters: DES MOINES, IA
High-Net-Worth Clients: 37
Average Client Assets: $2 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 37
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 0.09
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,644
Discretionary Accounts: 1,549
Non-Discretionary Accounts: 95
Regulatory Filings
CRD Number: 109008
Filing ID: 2001812
Last Filing Date: 2025-07-03 10:51:00
Website: https://principal.com