Rhonda
Holmes

Principal Asset Management

CRD#4861117
Investment Advisor
in Lanham, MD

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About this Advisor

Rhonda Holmes is a financial advisor based in Lanham, Maryland, working with Principal Asset Management. Rhonda has previously held positions at UBS Financial Services Inc, Principal Funds Distributor, Inc, ICMA-RC, and Sanders Morris Harris Inc. Rhonda has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Maryland. Currently, Rhonda is part of Principal Asset Management, which operates out of Lanham, Maryland. 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

Series 63, Series 65

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees, Others

Office Location

Lanham, MD

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Principal Asset Management Brokerage Details

Total Assets Under Management

$377,222,976,882

MD Average: $9,259,360,772
Total Number of Employees

1,955

MD Average: 166
Total Number of Accounts

6,824

MD Average: 7,189
Average Account Size

$55,278,865

MD Average: $1,287,990

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

Rhonda Holmes Work History

2023 - Present (2 years)

Principal Funds Distributor, Inc

2017 - 2023 (6 years)

Icma-Rc

2015 - 2017 (2 years)

Ubs Financial Services Inc

2011 - 2015 (4 years)

Sanders Morris Harris Inc

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Disclosures

Please visit the SEC profile of Rhonda Holmes 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

Matthew Quick
Des Moines, IA
Edward Kakenmaster
Chicago, IL
Jordan Fahr
Des Moines, IA
Tyler Dubay
Alpharetta, GA
Sunita Advaney
Forest Hills, NY
Dejha Krajcar
Lambertville, MI
Justin Vaught
Des Moines, IA
Cole Vautier
Des Moines, IA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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