Michelle
Fang
Principal Asset Management
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About this Advisor
Michelle Fang is a financial advisor who works out of Fort Collins, Colorado with 10 years of industry experience. Fang currently works for Principal Asset Management. Fang has gained experience at Principal Real Estate Investor, Princor Financial Services Corporation and Principal Funds Distributor Inc. Fang has Series 63, Series 65 and Series 66 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in Colorado, Connecticut, Louisiana and Texas. Principal Asset Management is an advisory business based in Des Moines, IA. It has offices in 23 locations and a total of 1,925 advisors. It administers $279 billion in total assets across its 13,656 client accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm advises 500 charities and foundations. Of its 13,656 customer accounts, just 2% are associated with high-net-worth investors who have greater than $1 million in investable assets. Principal Asset Management provides a number of services, including 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 fee schedules typically vary depending on which services the firm provides the client. However, fee types billed by Principal Asset Management can include 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
Michelle Fang Work History
Michelle has been registered as a financial advisor for 10 years.*
Principal Funds Distributor Inc
Principal Real Estate Investor
Princor Financial Services Corporation
*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 Michelle Fang 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
Folsom, CA
Overland Park, KS
Austin, TX
Des Moines, IA
Des Moines, IA
Des Moines, IA
Hyde Park, OH
Des Moines, IA
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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