DBA: PRINCIPAL ADVISED SERVICES
| Total AUM | $1.42B |
| Discretionary | $1.42B100% of AUM |
| Client Accounts | 23,164 |
| Avg Account Size | $61K |
| Employees | 383 |
| Peak AUM | $1.42BMar 2026 |
Total AUM
$1.4B
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $1.4B | +60.4% | +61.3% | +64.3% | |
| Discretionary AUM | |||||
| Total AUM | $1.42B |
| Discretionary | $1.42B |
| Employees | 383 |
| Client Accounts | 23164 |
| Client Range | 1-10 |
Address
655 9TH STREET
DES MOINES IA 50309
Phone
866-412-0770
Filing History
38 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$1.4B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
| $1.4B |
| +60.4% |
| +61.3% |
| +64.3% |
| Total Accounts | 23k | +36.7% | +41.7% | +56.5% |
| Avg Account Size | $61,425.852 | +17.3% | +13.8% | +5.0% |
| Employees | 383 | +11.7% | +51.0% | +39.3% |
| AUM / Employee | $4M | +43.6% | +6.8% | +17.9% |
Client AUM Segments | |||||
| Wealth AUM | $1.4B | +60.4% | +61.3% | +64.3% | |
Client Count Segments | |||||
| HNW Clients | 23k | +36.6% | +41.6% | +59.9% | |
| Individuals | 64 | +82.9% | +139.5% | — | |