Principal Funds Distributor, Inc.
$352M reported client assets across 2 advisory firms in FY2018 annual amendments
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Balefire, Llc | $347M | $1.7B | 20.1% | 03/28/2019 |
| Tpg Advisors Llc | $4.4M | $106M | 4.2% | 03/11/2019 |
From Form ADV Schedule D 5.K.(3): custodians named at the 10%-of-SMA-assets threshold, with reported dollar amounts. "Share" is reported amount as a share of the firm's total regulatory AUM.