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).

Current Firm Details
801 Grand Ave, Des Moines, IA 50392
http://www.edgeassetmgt.com
By the Numbers
  • Total Assets Under Management
    377,223
    MILLION
  • Total Number of Accounts
    6,824
    ACCOUNTS
  • Average Account Value
    $55,278,865
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
  • Other
Advisory Services Offered
  • 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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Principal Asset Management
Showing 111 - 115 of 115 top financial advisors.
111
Jason Topp, financial advisor Tampa FL
Jason D. Topp
CRD#: 4936575
1 Urban Centre 4830 W. Kennedy Blvd, Suites 550 & 560, Tampa, FL 33609

Jason Topp (CRD# 4936575) is an Investment Advisor Representative working at Principal Asset Management in Tampa, FL and has over 18 years of experience in the finance industry.

112
Benjamin Totel, financial advisor Des Moines IA
Benjamin D. Totel
CRD#: 4572815
711 High Street, Des Moines, IA 50392

Benjamin Totel (CRD# 4572815) 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.

113
Andrew Turcotte, financial advisor Des Moines IA
Andrew T. Turcotte
CRD#: 4507435
711 High Street, Des Moines, IA 50392

Andrew Turcotte (CRD# 4507435) is an Investment Advisor Representative working at Principal Asset Management in Des Moines, IA and has over 22 years of experience in the finance industry.

114
David Willy, financial advisor Folsom CA
David E. Willy
CRD#: 2563865
620 Coolidge Dr., Suite 300, Folsom, CA 95630

David Willy (CRD# 2563865) is an Investment Advisor Representative working at Principal Asset Management in Folsom, CA and has over 29 years of experience in the finance industry.

115
Alexander Yee, financial advisor Stamford CT
Alexander G. Yee
CRD#: 6232212
2 High Ridge Park, Suite 2, Stamford, CT 06905

Alexander Yee (CRD# 6232212) is an Investment Advisor Representative working at Principal Asset Management in Stamford, CT and has over 10 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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