Robert
Tirrell

Principal Asset Management

CRD#5434402
Investment Advisor
in East Longmeadow, MA

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About this Advisor

Robert Tirrell is a financial advisor based in East Longmeadow, Massachusetts, working with Principal Asset Management. Robert has previously held positions at Voya Investments Distributor, LLC, Voya Investment Management Co., Voya Investment Management, Principal Funds Distributor, and Principal Asset Management. Robert has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Massachusetts. Currently, Robert is part of Principal Asset Management, which operates out of East Longmeadow, Massachusetts. 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 66

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

East Longmeadow, MA

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Principal Asset Management Brokerage Details

Total Assets Under Management

$377,222,976,882

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

1,955

MA Average: 166
Total Number of Accounts

6,824

MA Average: 7,189
Average Account Size

$55,278,865

MA 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

Robert Tirrell Work History

2020 - Present (4 years)

Principal Funds Distributor

2020 - Present (4 years)

Principal Asset Management

2014 - 2020 (6 years)

Voya Investment Management

2011 - 2020 (9 years)

Voya Investments Distributor, LLC, Formerly Known As Ing Id, LLC

2011 - 2020 (9 years)

Voya Investment Management Co., Formerly Known As Ing Im Co

Disclosures

Please visit the SEC profile of Robert Tirrell 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

Samantha Kintzle
Des Moines, IA
Juliana Thomas
Des Moines, IA
Matthew Quick
Des Moines, IA
Jordan Fahr
Des Moines, IA
Emily Marr
Des Moines, IA
Edward Kakenmaster
Chicago, IL
Hunter Foubert
Des Moines, IA
Justin Vaught
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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