Principal Securities Inc is a firm that provides insurance agent or broker, financial advisor, and investment management to nonprofit clients. They primarily provide their services regionally, with most clients in Minnesota (although they are present in other states as well).
Most Principal Securities Inc clients are outpatient health care practitioners and facilities and individual and family services with revenues ranging from $13 million to $75 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | National Council for Mental Wellbeing | 501(c)(3) | Washington, DC | ||
| 2 | Easter Seals Blake Foundation | 501(c)(3) | Tucson, AZ | ||
| 3 | American Gastroenterological Association Institute | 501(c)(3) | Bethesda, MD | ||
| 4 | National Quality Forum | 501(c)(3) | Washington, DC | ||
| 5 | American Association of Motor Vehicle Administrators | 501(c)(3) | Arlington, VA | ||
| 6 | Million Dollar Round Table | 501(c)(6) | Park Ridge, IL | ||
| 7 | Glenwood Academy (GA) | 501(c)(3) | Glenwood, IL | ||
| 8 | Versiti Wisconsin (BCW) | 501(c)(3) | Milwaukee, WI | ||
| 9 | Presbyterian SeniorCare | 501(c)(3) | Oakmont, PA | ||
| 10 | Snohomish County Public Defender Association | 501(c)(3) | Everett, WA | ||
| ... | and 52 more Principal Securities Inc not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Principal Securities Inc in the nonprofit sector include Merrill Lynch Life Agency, Advised Assets Group, LLC, Northwestern Mutual Investment Serv, Wells Fargo Clearing Services LLC, Captrust, CBIZ Retirement Plan Services, Morningstar, Ubs Financial Services, NFP Retirement Inc., and Raymond James Financial Services.
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