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
Ariane Croft (CRD# 2892065) is an Investment Advisor Representative working at Principal Asset Management in Waltham, MA and has over 26 years of experience in the finance industry.
Steven Cusato (CRD# 4477896) is an Investment Advisor Representative working at Principal Asset Management in New York, NY and has over 22 years of experience in the finance industry.
Kate Davidson (CRD# 6181128) is an Investment Advisor Representative working at Principal Asset Management in Austin, TX and has over 10 years of experience in the finance industry.
Jeffrey Davison (CRD# 2580445) is an Investment Advisor Representative working at Principal Asset Management in Frisco, TX and has over 29 years of experience in the finance industry.
Timothy Duellman (CRD# 4839663) is an Investment Advisor Representative working at Principal Asset Management in Saint Louis Park, MN and has over 19 years of experience in the finance industry.
Jordan Fahr (CRD# 6548709) is an Investment Advisor Representative working at Principal Asset Management in Des Moines, IA and has 1 year of experience in the finance industry.
Hunter Foubert (CRD# 7289275) 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.
William Glover (CRD# 4718931) is an Investment Advisor Representative working at Principal Asset Management in Fair Haven, NJ and has over 2 years of experience in the finance industry.
Stacy Heger (CRD# 3252096) is an Investment Advisor Representative working at Principal Asset Management in O'fallon, MO and has over 24 years of experience in the finance industry.
Timothy Hill (CRD# 2317289) is an Investment Advisor Representative working at Principal Asset Management in Des Moines, IA and has over 30 years of experience in the finance industry.