PRINCIPAL ADVISED SERVICES, LLC
Legal name: PRINCIPAL ADVISED SERVICES
CRD #297324 SEC #801-114432 DES MOINES, IA 866-412-0770
SEC Registered
Total AUM
$887.3M
Discretionary
$887.3M
Employees
343
Clients
10
Accounts
16,940
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $887.3M | $887.3M | $0 | 343 | 5,306 |
| Apr 2025 | $887.3M | $887.3M | $0 | 343 | 5,306 |
| Mar 2025 | $887.3M | $887.3M | $0 | 343 | 5,306 |
| Nov 2024 | $569.5M | $569.5M | $0 | 140 | 1,268 |
| Apr 2024 | $569.5M | $569.5M | $0 | 140 | 1,268 |
| Mar 2024 | $569.5M | $569.5M | $0 | 140 | 1,268 |
| Jan 2024 | $352.6M | $352.6M | $0 | 115 | 0 |
| Jan 2024 | $352.6M | $352.6M | $0 | 115 | 0 |
| Aug 2023 | $352.6M | $352.6M | $0 | 115 | 0 |
| Jun 2023 | $352.6M | $352.6M | $0 | 115 | 0 |
| Mar 2023 | $352.6M | $352.6M | $0 | 115 | 0 |
| Jan 2023 | $261.3M | $261.3M | $0 | 89 | 0 |
| Sep 2022 | $261.3M | $261.3M | $0 | 89 | 0 |
| Mar 2022 | $261.3M | $261.3M | $0 | 89 | 0 |
| Feb 2022 | $109.6M | $109.6M | $0 | 69 | 0 |
| Jan 2022 | $109.6M | $109.6M | $0 | 69 | 0 |
| Nov 2021 | $109.6M | $109.6M | $0 | 69 | 0 |
| Oct 2021 | $109.6M | $109.6M | $0 | 69 | 0 |
| Jul 2021 | $109.6M | $109.6M | $0 | 69 | 0 |
| Jul 2021 | $109.6M | $109.6M | $0 | 69 | 0 |
| Mar 2021 | $109.6M | $109.6M | $0 | 69 | 0 |
| Jan 2021 | $29.6M | $29.6M | $0 | 67 | 0 |
| Jan 2021 | $29.6M | $29.6M | $0 | 67 | 0 |
| Dec 2020 | $29.6M | $29.6M | $0 | 67 | 0 |
| Sep 2020 | $29.6M | $29.6M | $0 | 67 | 0 |
| Jun 2020 | $29.6M | $29.6M | $0 | 67 | 0 |
| Mar 2020 | $29.6M | $29.6M | $0 | 67 | 0 |
| Jan 2020 | $0 | $0 | $0 | 46 | 0 |
| Jan 2020 | $0 | $0 | $0 | 46 | 0 |
| Mar 2019 | $0 | $0 | $0 | 46 | 0 |
| Nov 2018 | $0 | $0 | $0 | 42 | 0 |
DateAug 2025
Total AUM$887.3M
Discretionary$887.3M
Non-Disc.$0
Employees343
Clients5,306
DateApr 2025
Total AUM$887.3M
Discretionary$887.3M
Non-Disc.$0
Employees343
Clients5,306
DateMar 2025
Total AUM$887.3M
Discretionary$887.3M
Non-Disc.$0
Employees343
Clients5,306
DateNov 2024
Total AUM$569.5M
Discretionary$569.5M
Non-Disc.$0
Employees140
Clients1,268
DateApr 2024
Total AUM$569.5M
Discretionary$569.5M
Non-Disc.$0
Employees140
Clients1,268
DateMar 2024
Total AUM$569.5M
Discretionary$569.5M
Non-Disc.$0
Employees140
Clients1,268
DateJan 2024
Total AUM$352.6M
Discretionary$352.6M
Non-Disc.$0
Employees115
Clients0
DateJan 2024
Total AUM$352.6M
Discretionary$352.6M
Non-Disc.$0
Employees115
Clients0
DateAug 2023
Total AUM$352.6M
Discretionary$352.6M
Non-Disc.$0
Employees115
Clients0
DateJun 2023
Total AUM$352.6M
Discretionary$352.6M
Non-Disc.$0
Employees115
Clients0
DateMar 2023
Total AUM$352.6M
Discretionary$352.6M
Non-Disc.$0
Employees115
Clients0
DateJan 2023
Total AUM$261.3M
Discretionary$261.3M
Non-Disc.$0
Employees89
Clients0
DateSep 2022
Total AUM$261.3M
Discretionary$261.3M
Non-Disc.$0
Employees89
Clients0
DateMar 2022
Total AUM$261.3M
Discretionary$261.3M
Non-Disc.$0
Employees89
Clients0
DateFeb 2022
Total AUM$109.6M
Discretionary$109.6M
Non-Disc.$0
Employees69
Clients0
DateJan 2022
Total AUM$109.6M
Discretionary$109.6M
Non-Disc.$0
Employees69
Clients0
DateNov 2021
Total AUM$109.6M
Discretionary$109.6M
Non-Disc.$0
Employees69
Clients0
DateOct 2021
Total AUM$109.6M
Discretionary$109.6M
Non-Disc.$0
Employees69
Clients0
DateJul 2021
Total AUM$109.6M
Discretionary$109.6M
Non-Disc.$0
Employees69
Clients0
DateJul 2021
Total AUM$109.6M
Discretionary$109.6M
Non-Disc.$0
Employees69
Clients0
DateMar 2021
Total AUM$109.6M
Discretionary$109.6M
Non-Disc.$0
Employees69
Clients0
DateJan 2021
Total AUM$29.6M
Discretionary$29.6M
Non-Disc.$0
Employees67
Clients0
DateJan 2021
Total AUM$29.6M
Discretionary$29.6M
Non-Disc.$0
Employees67
Clients0
DateDec 2020
Total AUM$29.6M
Discretionary$29.6M
Non-Disc.$0
Employees67
Clients0
DateSep 2020
Total AUM$29.6M
Discretionary$29.6M
Non-Disc.$0
Employees67
Clients0
DateJun 2020
Total AUM$29.6M
Discretionary$29.6M
Non-Disc.$0
Employees67
Clients0
DateMar 2020
Total AUM$29.6M
Discretionary$29.6M
Non-Disc.$0
Employees67
Clients0
DateJan 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees46
Clients0
DateJan 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees46
Clients0
DateMar 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees46
Clients0
DateNov 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees42
Clients0