AdvisorCensus / Financial advisors / District of Columbia / Washington, DC / Principal Securities, Inc.
Financial advisors in Washington, DC using Principal Securities, Inc.
3 SEC-registered investment advisory firms headquartered in the Washington, DC metro area name Principal Securities, Inc. as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| Buchanan Wealth Management | Reston | SEC-registered investment adviser | $100 million to $500 million |
| Pointoak Retirement Advisors | McLean | SEC-registered investment adviser | $1 billion to $5 billion |
| Retirement Planology, Inc. | Alexandria | SEC-registered investment adviser | $100 million to $500 million |
Custodians are as filed on Form ADV, Schedule D, Section 5.K(3), which lists each custodian holding 10% or more of an adviser's separately managed account assets, from the firm's most recent filing. A custodian holds client assets; it does not endorse or supervise the adviser. AdvisorCensus has no relationship with any custodian. Principal Securities, Inc. nationwide
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