Principal Real Estate
Des Moines, IA·SEC-registered · CRD #109008
Principal Real Estate is an SEC-registered investment advisory firm in Des Moines, IA managing $106B across 738 client accounts, with 310 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$106B
Client accounts
738
Advisory staff
310
Fee model
Fee-based
How Principal Real Estate is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Principal Real Estate
How much does Principal Real Estate manage?
Per its most recent SEC Form ADV filing (05/27/2026), Principal Real Estate reports $106B in regulatory assets under management across roughly 738 client accounts.
How does Principal Real Estate charge?
Principal Real Estate is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Principal Real Estate a fiduciary?
Yes. Principal Real Estate is registered with the U.S. Securities and Exchange Commission (CRD #109008), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Principal Real Estate taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Principal Real Estate and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Principal Real Estate's public SEC Form ADV filing (CRD #109008, filed 05/27/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Principal Real Estate. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Principal Real Estate? Claim this profile.