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
Barbara Wenig (CRD# 5412981) is an Investment Advisor Representative working at Principal Asset Management in New York, NY and has over 15 years of experience in the finance industry.
Christopher Wilson (CRD# 2664771) is an Investment Advisor Representative working at Principal Asset Management in Stamford, CT and has over 28 years of experience in the finance industry.
Henry Winchester (CRD# 5964925) is an Investment Advisor Representative working at Principal Asset Management in Annapolis, MD and has over 10 years of experience in the finance industry.
Andrew Wrightsman (CRD# 4564982) is an Investment Advisor Representative working at Principal Asset Management in Des Moines, IA and has over 21 years of experience in the finance industry.
Richard Zake (CRD# 3165814) is an Investment Advisor Representative working at Principal Asset Management in Des Moines, IA and has over 25 years of experience in the finance industry.
Sunita Advaney (CRD# 3217796) is an Investment Advisor Representative working at Principal Asset Management in New York, NY and has over 20 years of experience in the finance industry.
Jonathan Apsley (CRD# 2786696) is an Investment Advisor Representative working at Principal Asset Management in Yuba City, CA and has over 27 years of experience in the finance industry.
Peter Ayoub (CRD# 4785108) is an Investment Advisor Representative working at Principal Asset Management in Villanova, PA and has over 19 years of experience in the finance industry.
James Beilstein (CRD# 5529367) is an Investment Advisor Representative working at Principal Asset Management in Houston, TX and has over 2 years of experience in the finance industry.
Stacey Blake (CRD# 4509228) is an Investment Advisor Representative working at Principal Asset Management in San Marcos, CA and has over 21 years of experience in the finance industry.