| Name | Title | Ownership | Since |
|---|---|---|---|
| Amy M Montford Control | Chief Executive Officer | Under 5% | 2021 |
| Barbara Wenig Control | Director | Under 5% | 2021 |
| Bradley Wayne Norton Control | Chief Operations Officer | Under 5% | 2025 |
Principal Advised Services, LLC reports $887.3 million in regulatory assets under management on its Form ADV.
Principal Advised Services, LLC reports 343 employees.
Principal Advised Services, LLC is based in Des Moines, IA and has been SEC-registered since 2018.
Principal Advised Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 655 9th Street, Des Moines, IA 50309 |
| Phone | 866-412-0770 |
| Office hours | 8-5p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
| Discretionary | $887.3M |
| Non-discretionary | $0 |
| Total (RAUM) | $887.3M |