Principal Capital Income Investors LLC is a large advisory firm based in Des Moines. It manages $38.76 billion of regulatory assets for 65 client accounts. It has been registered with the SEC as an adviser since 2001.
Principal Capital Income Investors provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Principal Capital Income Investors LLC is $38.76 billion. The firm's AUM has grown by 20% 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 Principal Capital Income Investors LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Dennis Paul Francis has been acting as President since 1 Jul 2000. James Patrick Mccaughan joined the executive team most recently as the Board Member.
The principal office where Principal Capital Income Investors LLC performs its advisory services is located at 801 Grand Ave, Des Moines, IA 50392, which is also the mailing address of the firm. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number 1-800-533-1390 or by fax 515-235-9700. The normal business hours are 7:00a.m. - 5:00p.m. on Monday - Friday. You can find more information about the New York firm at www.principalcapital.com.