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
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.
Andrew Reilly (CRD# 4018818) is an Investment Advisor Representative working at Principal Asset Management in San Diego, CA and has over 24 years of experience in the finance industry.
Michael Schaefer (CRD# 4296527) is an Investment Advisor Representative working at Principal Asset Management in Manlius, NY and has over 23 years of experience in the finance industry.
Jesse Scheeler (CRD# 5162119) is an Investment Advisor Representative working at Principal Asset Management in Des Moines, IA and has over 16 years of experience in the finance industry.
Ryan Schutty (CRD# 3277782) is an Investment Advisor Representative working at Principal Asset Management in Des Moines, IA and has over 9 years of experience in the finance industry.
Gregory Seaver (CRD# 2463706) is an Investment Advisor Representative working at Principal Asset Management in West Hartford, CT and has over 25 years of experience in the finance industry.
Andrew Slattenow (CRD# 7837239) is an Investment Advisor Representative working at Principal Asset Management in Des Moines, IA and has 1 year of experience in the finance industry.
Jake Slattery (CRD# 7495296) is an Investment Advisor Representative working at Principal Asset Management in Des Moines, IA and has over 2 years of experience in the finance industry.
Julie Stirling (CRD# 3079188) is an Investment Advisor Representative working at Principal Asset Management in Folsom, CA and has over 24 years of experience in the finance industry.
Sophie Tenaglia (CRD# 4680194) is an Investment Advisor Representative working at Principal Asset Management in Folsom, CA and has over 2 years of experience in the finance industry.