PRINCIPAL ADVISED SERVICES

Des Moines, United States · CRD 297324

SEC-registered investment adviser since 2018 · limited liability company. It files no 13F, so there are no holdings to show.

Assets managed$1.4bn
Main clients (by assets)Individuals 94%, High net worth individuals 6%
Form ADV · 2026-07-10SEC adviser record

Kindhedge funds, private equity, real estate, structured credit, mutual funds, institutions, futures, FCA fund manager, wealth
Others nearbyDes Moines, IA, Hong Kong, Los Angeles, CA, Stamford, CT, West Des Moines, IA, New York, NY
FamilyPRINCIPAL FINANCIAL GROUP INC · 9 related pages · largest: PRINCIPAL FINANCIAL GROUP INC

As an employer

Staff (Form ADV)383 · 230 in investment roles
Offices in1 country

Where they work

people there (dot area)number not reportedmain officeHover or tap a dot. Australian and UK companies are placed at their business or registered address, with their staff across the whole country.

Offices

From Form ADV: the main office and the other offices where it does advisory work (at most the 25 largest), with the people doing investment work at each. “About” is worked out: the firm's investment staff less its other offices. Each city links to the other managers there.

City	Country	People
Des Moines, IA (main office)United States	United States	about 210
Charlotte, NCUnited States	United States	18
Denver, COUnited States	United States	1
Orlando, FLUnited States	United States	1

Map: places from GeoNames (CC BY 4.0), outlines from Natural Earth.