Timothy
Mahon

Principal Asset Management

CRD#6946928
Investment Advisor
in Media, PA

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About this Advisor

Timothy Mahon is a financial advisor based in Media, Pennsylvania, working with Principal Asset Management. Timothy has previously held positions at T. Rowe Price, Robert Half Legal, Update Legal, Transamerica Financial Advisors, Inc, Wfgia, Tiaa Cref Individual Amp; Institutional Services, LLC, T. Rowe Price Investment Services, Inc, Homemaker, Special Counsel, Principal Funds Distributor, and Principal Asset Management. Timothy has passed the Series 66 regulatory exam and is registered to provide services in Pennsylvania. Currently, Timothy is part of Principal Asset Management, which operates out of Media, Pennsylvania. The firm has 21 offices and 1,350 employees. Principal Asset Management manages assets totaling $364.0 billion and serves both charitable organizations and high-net-worth clients. The firm offers 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. Principal Asset Management offers asset-based, fixed, performance-based, and other fee structures.

Certifications and Registrations

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

Media, PA

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Principal Asset Management Brokerage Details

Total Assets Under Management

$364,035,359,901

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

1,350

PA Average: 166
Total Number of Accounts

7,399

PA Average: 7,189
Average Account Size

$49,200,616

PA 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

Timothy Mahon Work History

2024 - Present (1 year)

Principal Funds Distributor

2024 - Present (1 year)

Principal Asset Management

2023 - 2024 (1 year)

Transamerica Financial Advisors, Inc

2023 - 2024 (1 year)

Wfgia

2020 - 2023 (3 years)

Tiaa Cref Individual Amp; Institutional Services, LLC

2018 - 2020 (2 years)

T. Rowe Price

2018 - 2020 (2 years)

T. Rowe Price Investment Services, Inc

2017 - 2018 (1 year)

Homemaker

2016 - 2017 (1 year)

Robert Half Legal

2015 - 2015 (< 1 year)

Update Legal

2015 - 2016 (1 year)

Special Counsel

2015 - 2015 (< 1 year)

Update Legal

Disclosures

Please visit the SEC profile of Timothy Mahon 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

Megan Branham
Denver, CO
Sean O'Malley
Charlotte, NC
Tyler Dubay
Alpharetta, GA
Derek Dunn
Wando, SC
James Pondel
Brookfield, IL
Kyle Porter
Roseville, CA
Andrew Wrightsman
Des Moines, IA
Timothy Mahon
Media, PA

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