Overview
Assets Under Management: $99.4 billion
Headquarters: DES MOINES, IA
High-Net-Worth Clients: 37
Average Client Assets: $2 million
Frequently Asked Questions
PRINCIPAL REAL ESTATE INVESTORS, 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 #109008), PRINCIPAL REAL ESTATE INVESTORS, LLC is subject to fiduciary duty under federal law.
PRINCIPAL REAL ESTATE INVESTORS, LLC is headquartered in DES MOINES, IA.
PRINCIPAL REAL ESTATE INVESTORS, LLC serves 37 high-net-worth clients according to their SEC filing dated July 03, 2025. View client details ↓
According to their SEC Form ADV, PRINCIPAL REAL ESTATE INVESTORS, LLC offers portfolio management for individuals, portfolio management for businesses, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. View all service details ↓
PRINCIPAL REAL ESTATE INVESTORS, LLC manages $99.4 billion in client assets according to their SEC filing dated July 03, 2025.
According to their SEC Form ADV, PRINCIPAL REAL ESTATE INVESTORS, LLC serves high-net-worth individuals, businesses, pooled investment vehicles, and institutional clients. View client details ↓
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