Clint
Anderson

Principal Asset Management

CRD#4837605
Investment Advisor
in Greer, SC

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About this Advisor

Clint Anderson is a financial advisor who works in Greer, South Carolina with a total of 3 years of industry experience. Anderson works at Principal Asset Management. Throughout their career, they have worked at Principal Funds Distributor, Inc and Principal Securities Inc. Anderson holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can operate in South Carolina. Principal Asset Management is a registered investment business based out of Des Moines, IA. The investment advisory business has offices in 23 locations and a total of 1,925 financial advisors. It handles $279 billion in total assets among its 13,656 client accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm provides financial advice to 500 charitable organizations. Of its 13,656 client accounts, just 2% are associated with high-net-worth clients who have greater than $1 million in assets. The company has a broad array of services, such as 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. A financial advisor's fee schedules typically are based on which service is offered. Fee types billed by Principal Asset Management most likely consist of any combination of asset-based, fixed, performance-based and other fees.

Certifications and Registrations

Series 66

Years Registered*

3 years

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

Greer, SC

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Principal Asset Management Brokerage Details

Total Assets Under Management

$279,108,496,692

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

1,925

SC Average: 166
Total Number of Accounts

13,656

SC Average: 7,189
Average Account Size

$20,438,525

SC 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

Clint Anderson Work History

Clint has been registered as a financial advisor for 3 years.*

2008 - Present (16 years)

Principal Funds Distributor, Inc

2008 - Present (16 years)

Principal Securities Inc

*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 Clint Anderson 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

Kate Davidson
Austin, TX
Matthew Quick
Des Moines, IA
Bradley Hanus
Des Moines, IA
Kyle Vanourny
Overland Park, KS
Jason Arata
Folsom, CA
Mark Witter
Littleton, CO
Thomas Monahan
Redondo Beach, CA
Sunita Advaney
New York, NY

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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