PRINCIPAL ADVISED SERVICES

655 9th Street
Des Moines, Iowa 50309
Tel: 866-412-0770

About PRINCIPAL ADVISED SERVICES

PRINCIPAL ADVISED SERVICES, formally registered with the SEC as PRINCIPAL ADVISED SERVICES. The firm was established in 12/14/2018. They have over 47 offices throughout the country.

PRINCIPAL ADVISED SERVICES is a Des Moines, Iowa based Financial Planning firm with nearly $569,489,941 assets under management, offering retirement planning & investment advisory services to 11801 clients. The firm is staffed with 140 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	297324
SEC#	801-114432
Assets Managed by Firm	$569,489,941
No. of Clients	11801
No. of Advisors	140

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	11801	$569,489,941
Individuals (other than high net worth individuals)	11786	$546,571,864
High net worth individuals	15	$22,918,077

More Retirement Planning firms in Des Moines, Iowa:

Firm Name	Assets Under Management	Total Clients	Total Advisors
PRINCIPAL ASSET MANAGEMENT 801 Grand Ave Des Moines, IA, 50392-0001	$377,222,976,882	6824	1955
PRINCIPAL REAL ESTATE 801 Grand Ave Des Moines, IA, 50392-0001	$93,913,367,327	643	645
AEGON ASSET MANAGEMENT US 6300 C Street Sw Cedar Rapids, IA, 52499-5338	$88,549,358,554	213	258
TRANSAMERICA RETIREMENT ADVISORS, LLC 6400 C Street Sw Cedar Rapids, IA, 52499	$16,157,423,229	212836	383
SAMMONS FINANCIAL GROUP ASSET MANAGEMENT, LLC 8300 Mills Civic Parkway West Des Moines, IA, 50266	$11,358,738,764	8	15

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