Principal Life Insurance Company
$161M reported client assets across 2 advisory firms in FY2024 annual amendments
Reported client assets over time
$5.3M
$7.1M
2022
2024
Same-firm comparison: 1 firms that reported Principal Life Insurance Company in both FY2023 and FY2024 annual amendments (ADV Item 5.K.(3)). Fiscal years come directly from the SEC filing-type table; filing dates are not used as a year-end proxy. No matched data for FY2021.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Specialized Retirement Consultants Llc | $156M | $167M | 93.6% | 03/10/2025 |
| Urban Wealth Management Group Llc | $5.3M | $202M | 2.6% | 03/26/2025 |
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.