Stacey
Blake
Principal Asset Management
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About this Advisor
Stacey Blake is a financial advisor based in San Marcos, California, working with Principal Asset Management. Stacey has previously held positions at Wm Funds Distributor, Principal Funds Distributor, Inc, and Principal Asset Management. Stacey has passed the Series 66 and Series 63 regulatory exams and is registered to provide services in California. Currently, Stacey is part of Principal Asset Management, which operates out of San Marcos, California. The firm has 19 offices and 1,955 employees. The firm manages assets totaling $377.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Principal Asset Management includes asset-based, fixed, performance-based, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Principal Asset Management Brokerage Details
$377,222,976,882
1,955
6,824
$55,278,865
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
Stacey Blake Work History
Principal Funds Distributor, Inc
Principal Asset Management
Wm Funds Distributor
Disclosures
Please visit the SEC profile of Stacey Blake 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
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Forest Hills, NY
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Folsom, CA
Des Moines, IA
Tampa, FL
Des Moines, IA
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