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| Principal Advised Services LLC
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| |
|---|---|
| CRD # | 297324 |
| SEC # | 801-114432 |
| CIK # | |
| AUM | $569.5 MM (2024-03-29) |
| Employees | 115 (37% Investors, 39% Brokers) |
| Phone | 866-412-0770 |
| Address | 655 9th Street Des Moines, IA 50309 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 8,365 | 345.8 |
| (b) Individuals (high net worth individuals) | 5 | 6.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 8,370 | 352.6 |
| By Discretionary | ||
| Discretionary | 8,370 | 352.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 8,370 | 352.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 352.6 | |
| Total | 8,370 | 352.6 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Providence Wealth Advisors LLC
✚
|
IL | 0.6 |
|
Meadow Creek Wealth Advisors LLC
✚
|
GA | 0.6 |
|
Tillman Hartley LLC
✚
|
CO | 0.6 |
|
Storge Partners Economic Studies LLC
✚
|
FL | 0.6 |
|
Spirit of America Management Corp
✚
|
NY | 0.6 |
|
Financial Sense Advisors Inc
✚
|
CA | 0.6 |
|
Austin Wealth Management LLC
✚
|
TX | 0.6 |
|
Meridian Investment Advisors Inc
✚
|
IN | 0.6 |
|
Trifecta Capital Advisors LLC
✚
|
IL | 0.6 |
|
Peterson Wealth Advisors LLC
✚
|
UT | 0.6 |