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, residential intellectual and developmental disability facilities, and individual and family services with revenues ranging from $12 million to $87 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 | Versiti Wisconsin (BCW) | 501(c)(3) | Milwaukee, WI | ||
| 8 | Presbyterian SeniorCare | 501(c)(3) | Oakmont, PA | ||
| 9 | Snohomish County Public Defender Association | 501(c)(3) | Everett, WA | ||
| 10 | Hippocrates Health Institute | 501(c)(3) | West Palm Beach, FL | ||
| ... | and 36 more Principal Securities Inc not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Principal Securities Inc in the nonprofit sector include Advised Assets Group, LLC, Wells Fargo Clearing Services LLC, Ubs Financial Services, Inc., Proaccount, Ubs Financial Services, Captrust, Minnesota Life Insurance Company, Raymond James Financial Services, RBC Capital Markets, and CBIZ Retirement Plan Services.
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