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PRINCIPAL ADVISED SERVICES
PRINCIPAL ADVISED SERVICES, LLC
CRD 297324 · SEC 801-114432
655 9TH STREET, DES MOINES, IA, 50309, United States
Phone
866-412-0770
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.42B
Discretionary AUM
$1.42B
Team
383 total employees; 230 advisory reps; 16537 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 23100 | $1.33B |
| High net worth individuals | 64 | $89.7M |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, TN, UT, VA, WV, WI, WY, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
- https://www.pinterest.com/PrincipalFinancialGroup
- https://www.reddit.com/user/Principal/
- HTTPS://WWW.LINKEDIN.COM/COMPANY/PRINCIPALFINANCIALGROUP
- HTTPS://WWW.YOUTUBE.COM/USER/PRINCIPALFINANCIAL
- HTTP://INSTAGRAM.COM/PRINCIPAL
- https://x.com/principal
- HTTP://FACEBOOK.COM/PRINCIPALFINANCIAL
- HTTP://WWW.PRINCIPAL.COM
- https://x.com/principal_help
Official SEC filing: View on IAPD