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PRINCIPAL REAL ESTATE

DES MOINES, IA · CRD 109008 · IAPD ↗ · principalcef.com · 800-787-1621

$105.65BRegulatory AUM
310Advisory reps
477Employees
20Clients
n/aPlanning clients
18Private funds
52States
2Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
April 2026 — PRINCIPAL REAL ESTATE added office(s): 13 -> 15 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
April 2025 — PRINCIPAL REAL ESTATE shrank from 349 to 307 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
55
April 2024 — PRINCIPAL REAL ESTATE added office(s): 11 -> 15 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
85
April 2024 — PRINCIPAL REAL ESTATE grew from 325 to 349 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.