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 residential intellectual and developmental disability facilities with revenues ranging from $12 million to $88 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 | Snohomish County Public Defender Association | 501(c)(3) | Everett, WA | ||
| 10 | Hippocrates Health Institute | 501(c)(3) | West Palm Beach, FL | ||
| ... | and 50 more Principal Securities Inc not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Principal Securities Inc in the nonprofit sector include Global Retirement Partners LLC, Commonwealth Financial Network, Raymond James and Associates, Ubs, Merrill Lynch, Valic, Voya, Lincoln National Life Insurance, NFP Insurance Services Inc, and Cambridge Investment Research.
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