Principal Asset Management
Principal Asset Management (CRD# 109002) is a financial advisory firm headquartered in Des Moines, IA. They manage $377,222,976,882 in 6,824 accounts and serve the financial needs of clients across 52 states (or territories).
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Total Assets Under Management377,223MILLION
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Total Number of Accounts6,824ACCOUNTS
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Average Account Value$55,278,865
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Other
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
Kelsey Meighan (CRD# 5860933) is an Investment Advisor Representative working at Principal Asset Management in Nashville, TN and has over 11 years of experience in the finance industry.
Andrew Miller (CRD# 4367873) is an Investment Advisor Representative working at Principal Asset Management in Boise, ID and has over 2 years of experience in the finance industry.
Lauren Miller (CRD# 6076495) is an Investment Advisor Representative working at Principal Asset Management in Brookhaven, GA and has over 10 years of experience in the finance industry.
Hratch Minassian (CRD# 2349577) is an Investment Advisor Representative working at Principal Asset Management in Waltham, MA and has over 27 years of experience in the finance industry.
Thomas Monahan (CRD# 3119323) is an Investment Advisor Representative working at Principal Asset Management in Redondo Beach, CA and has over 25 years of experience in the finance industry.
Zachary Moore (CRD# 4201895) is an Investment Advisor Representative working at Principal Asset Management in Sewickley, PA and has over 2 years of experience in the finance industry.
John Mullen (CRD# 2438721) is an Investment Advisor Representative working at Principal Asset Management in Canton, GA and has over 30 years of experience in the finance industry.
Sean O'malley (CRD# 7839182) is an Investment Advisor Representative working at Principal Asset Management in Charlotte, NC and has 1 year of experience in the finance industry.
John Obrien (CRD# 5170733) is an Investment Advisor Representative working at Principal Asset Management in Chicago, IL and has over 17 years of experience in the finance industry.
Kyle Porter (CRD# 6572285) is an Investment Advisor Representative working at Principal Asset Management in Folsom, CA and has over 7 years of experience in the finance industry.