PRINCIPAL FINANCIAL ADVISORS, INC.
- PRINCIPAL FINANCIAL ADVISORS, INC.
- PRINCIPAL FINANCIAL ADVISORS INC
Adviser Profile
| As of Date | 03/30/2020 |
| Registration status | Terminated |
| ADV Location | DES MOINES, IA, United States |
| AUM* | 8,963,266,904 |
| of that, discretionary | 8,963,266,904 |
| Private Fund GAV* | 0 |
| Avg Account Size | 29,977,481 |
| SMA’s | Yes |
| Private Funds | 0 |
Adviser Type
- Related adviser
Number of Employees 31
of those in investment advisory functions 16
Client Types
- Pooled investment vehicles
- Pension and profit sharing plans
- State or municipal government entities
Advisory Activities
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Pension consulting services
Compensation Arrangments
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Reported AUM
Private Funds
No private funds