Princor Financial Services Corporation is a large advisory firm based in Des Moines. It manages $1.62 billion of regulatory assets for 15,486 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 47 other states.
Princor Financial Services Corporation provides financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars and workshops. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Princor Financial Services Corporation is $1.62 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 5909% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Princor Financial Services Corporation for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Nora Mary Everett has been acting as President since 1 Jun 2008. Traci Lea Weldon joined the executive team most recently as the Senior Vice President.
The principal office where Princor Financial Services Corporation performs its advisory services is located at 655 9 Th Street, Des Moines, IA 50309 The mailing address of the firm is 711 High Street, Des Moines, IA 50392 0200. An additional office of the firm is in Fresno, CA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 888-774-6267 or by fax 515-235-9235. The normal business hours are 8:00 - 5:00 on Monday - Friday. You can find more information about the New York firm at principal.com.