Principal Asset Management
Principal Asset Management (CRD# 109002) is a financial advisory firm headquartered in Des Moines, IA. They manage $279,108,496,692 in 13,656 accounts and serve the financial needs of clients across 52 states (or territories).
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Total Assets Under Management279,108MILLION
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Total Number of Accounts13,656ACCOUNTS
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Average Account Value$20,438,525
- 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
Juliana Thomas (CRD# 5562805) is an Investment Advisor Representative working at Principal Asset Management in Des Moines, IA and has over 10 years of experience in the finance industry.
Robert Tirrell (CRD# 5434402) is an Investment Advisor Representative working at Principal Asset Management in East Longmeadow, MA and has over 12 years of experience in the finance industry.
Jeffrey Trier (CRD# 3229867) is an Investment Advisor Representative working at Principal Asset Management in Des Moines, IA and has 1 year of experience in the finance industry.
Justin Vaught (CRD# 5498190) is an Investment Advisor Representative working at Principal Asset Management in Des Moines, IA and has over 15 years of experience in the finance industry.
Cole Vautier (CRD# 6301288) 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.
Carlos Villarreal (CRD# 5103322) is an Investment Advisor Representative working at Principal Asset Management in Palatine, IL and has over 17 years of experience in the finance industry.
Richard Webb (CRD# 4173970) 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.
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.