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
Samantha Kintzle (CRD# 6618324) is an Investment Advisor Representative working at Principal Asset Management in Des Moines, IA and has over 5 years of experience in the finance industry.
Kraig Kuhlers (CRD# 2192577) is an Investment Advisor Representative working at Principal Asset Management in Des Moines, IA and has over 32 years of experience in the finance industry.
James Lange (CRD# 5827362) is an Investment Advisor Representative working at Principal Asset Management in Des Moines, IA and has over 12 years of experience in the finance industry.
Brian Latta (CRD# 5348644) 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.
William Lefler (CRD# 2881502) is an Investment Advisor Representative working at Principal Asset Management in Des Moines, IA and has over 26 years of experience in the finance industry.
Robert Logan (CRD# 2156066) 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.
Laura Mastin (CRD# 4570960) is an Investment Advisor Representative working at Principal Asset Management in Des Moines, IA and has over 19 years of experience in the finance industry.
Patrick McCloskey (CRD# 4641506) is an Investment Advisor Representative working at Principal Asset Management in Park City, UT and has over 20 years of experience in the finance industry.
Brandon Miller (CRD# 6061785) is an Investment Advisor Representative working at Principal Asset Management in Des Moines, IA and has over 11 years of experience in the finance industry.
Jason Miller (CRD# 4128455) is an Investment Advisor Representative working at Principal Asset Management in Lake Barrington, IL and has over 19 years of experience in the finance industry.