PRINCIPAL GLOBAL INVESTORS, LLC

PRINCIPAL ASSET MANAGEMENT
DES MOINES, Iowa·4 registered advisors·CRD# 109002
SEC# 801-5595919800-787-1621
01

Firm Overview

AUM
$377.2B
Regulatory assets under management
Employees
1955
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Charitable organization or education services
Other
Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Other: CHARGE ON A COST ALLOCATION BASIS TO PRINCIPAL LIFE
03

Specialties

Investment ManagementRetirement PlanningWealth Management
04

Advisors at PRINCIPAL GLOBAL INVESTORS, LLC

4 registered advisors
Kamal Bhatia
DES MOINES, Iowa
Michael Jason Goosay
DES MOINES, Iowa
Michael Jon Beer
DES MOINES, Iowa
Timothy Allen Hill
DES MOINES, Iowa
05

Office Locations

DES MOINES, Iowa
4 advisors

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Data sourced from SEC Form ADV filings. PRINCIPAL GLOBAL INVESTORS, LLC (CRD# 109002) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.