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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Principal Advised Services LLC
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| CRD # | 297324 |
| SEC # | 801-114432 |
| CIK # | |
| AUM | $887.3 M (2025-04-02) |
| Employees | 343 (63% Investors, 69% Brokers) |
| Phone | 866-412-0770 |
| Address | 655 9th Street Des Moines, IA 50309 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 16,905 | 835.2 |
| (b) Individuals (high net worth individuals) | 35 | 52.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 16,940 | 887.3 |
| By Discretionary | ||
| Discretionary | 16,940 | 887.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 16,940 | 887.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 887.3 | |
| Total | 16,940 | 887.3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
GFG Capital LLC
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|
FL | 0.9 |
|
Apollon Financial LLC
✚
|
SC | 0.9 |
|
Secure Asset Management LLC
✚
|
MI | 0.9 |
|
Waterfront Wealth Inc
✚
|
KS | 0.9 |
|
Worthpointe LLC
✚
|
0.9 | |
|
Sensible Financial Planning and Management LLC
✚
|
MA | 0.9 |
|
FPL Capital Management LLC
✚
|
LA | 0.9 |
|
Focus Investment Advisors Inc
✚
|
CA | 0.9 |
|
CW Investment Advisers LLC
✚
|
CA | 0.9 |
|
Granite FO LLC
✚
|
0.9 |