PRINCIPAL FINANCIAL ADVISORS, INC.
other names
- PRINCIPAL FINANCIAL ADVISORS, INC.
- PRINCIPAL FINANCIAL ADVISORS INC
{{ Info.Overview }}
| Revenue | {{ Info.Revenue | formatUSD }} |
| Headquarters | {{ Info.Headquarters }} |
Adviser Profile
| Registration status | Terminated |
| As of Date | 03/30/2020 |
|
Adviser Type
- Pension consultant - Related adviser |
|
| Number of Employees | 31 |
| of those in investment advisory functions | 16 |
| AUM* | 8,963,266,904 |
| of that, discretionary | 8,963,266,904 |
| Private Fund GAV* | 0 |
| Avg Account Size | 29,977,481 |
| SMA’s | Yes |
| Private Funds | 0 |
Client Types
- Pooled investment vehicles
- Pension and profit sharing plans
- State or municipal government entities
Advisory Activities
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Pension consulting services
Compensation Arrangments
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Reported AUM
9B
8B
6B
5B
4B
3B
1B
2015
2016
2017
2018
2019
2020
Private Funds
No private funds