Principal Financial vs Summa Global Advisors

Compare and evaluate Principal Financial vs Summa Global Advisors based on data from reviews, publicly available sources, and thousands of searches run on Shortlister’s app sign up for a free account.

Principal Financial offers 401(k) Plan, Pension Plan, Employee Stock Ownership Plan (ESOP) to companies with 0 employees. Summa Global Advisors offers to companies with 0 employees.

The information in these side-by-side comparisons can be used to help your company make the best choice for its employees.

Product Description

Principal Financial

-

Summa Global Advisors

-

Min. Group Size

Principal Financial

-

Summa Global Advisors

-

Lives Serviced

Principal Financial

7,183,014

Summa Global Advisors

-

Product Specific Features

Principal Financial

Summa Global Advisors

-

Features

Principal Financial

✓

Global Capabilities

✓

iOS Native Application

✓

Android Native Application

✓

Responsive Design

✓

GDPR Compliant

✓

SSAE 18 / SOC Audit(s) Performed

Summa Global Advisors

-

Official Resources

Principal Financial

Summa Global Advisors

Media

Principal Financial

Summa Global Advisors

About

Principal Financial

Principal Financial Group® helps people and companies around the world build, protect and advance their financial well-being through retirement, insurance... Show More

Summa Global Advisors

We are an SEC registered investment advisory (RIA) firm providing customized investment advisory and comprehensive financial planning services.Summa Global's mission... Show More

Founded

Principal Financial

1879

Summa Global Advisors

2008

Location

Principal Financial

711 High St., Des Moines, Iowa 50309, US

Summa Global Advisors

12901 SE 97th Ave, Suite 390, Clackamas, OR 97015, US

Employees

Principal Financial

20,000

Summa Global Advisors

Not Provided

Funding Summary

Principal Financial

33.5M Series C

Summa Global Advisors

Not Provided

Website

Competitors

Principal Financial

-

Summa Global Advisors

-

Reviews

Principal Financial

4.4 (2)

Summa Global Advisors

0.0 (0)

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