PRINCIPAL ADVISED SERVICES, LLC
DBA: PRINCIPAL ADVISED SERVICES
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $1.42B |
| Discretionary | $1.42B100% of AUM |
| Client Accounts | 23,164 |
| Avg Account Size | $61K |
| Employees | 383 |
| Peak AUM | $1.42BMar 2026 |
AUM by Client Type
Total AUM
$1.4B
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $1.4B | +60.4% | +61.3% | +64.3% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $1.42B |
| Discretionary | $1.42B |
| Employees | 383 |
| Client Accounts | 23164 |
| Client Range | 1-10 |
Contact & Location
Address
655 9TH STREET
DES MOINES IA 50309
Phone
866-412-0770
Filing History
38 ADV Part 1 submissions
Fee Structure
% of AUMFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$1.4B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer Custody
Related Entities (Item 7)
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