Sophie
Tenaglia
Principal Asset Management
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About this Advisor
Sophie Tenaglia is a financial advisor operating out of Folsom, California with 1 year of relevant experience. Tenaglia is an advisor for Principal Asset Management. They have worked at Principal Asset Management for their total career. Tenaglia has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to work in California. Principal Asset Management is a business operating out of Des Moines, IA. The firm has offices in 23 locations and a total of 1,925 people on staff. It manages $279 billion in assets under management among its 13,656 customer accounts, making it one of the largest firms in the country by assets under management. The firm provides services to 500 charitable organizations. Of its 13,656 accounts, just 2% are held by high-net-worth investors who have greater than $1 million in assets available to invest. The company offers a number of services, such as portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. Financial management fees typically depend on which services the firm provides the client. Fee types billed by Principal Asset Management most likely consist of some combination of asset-based, fixed, performance-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Principal Asset Management Brokerage Details
$279,108,496,692
1,925
13,656
$20,438,525
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
- Other
Sophie Tenaglia Work History
Sophie has been registered as a financial advisor for 1 years.*
Principal Funds Distributor, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Sophie Tenaglia to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Principal Asset Management
Des Moines, IA
Austin, TX
Overland Park, KS
Folsom, CA
Des Moines, IA
Des Moines, IA
Des Moines, IA
Houston, TX
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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