Summa Global Advisors vs Principal Financial

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

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

Summa Global Advisors

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Principal Financial

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Min. Group Size

Summa Global Advisors

-

Principal Financial

-

Lives Serviced

Summa Global Advisors

-

Principal Financial

7,183,014

Product Specific Features

Summa Global Advisors

-

Principal Financial

-

Features

Summa Global Advisors

-

Principal Financial

✓

Global Capabilities

✓

iOS Native Application

✓

Android Native Application

✓

Responsive Design

✓

GDPR Compliant

✓

SSAE 18 / SOC Audit(s) Performed

Official Resources

Summa Global Advisors

Principal Financial

Media

Summa Global Advisors

Principal Financial

About

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

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

Founded

Summa Global Advisors

2008

Principal Financial

1879

Location

Summa Global Advisors

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

Principal Financial

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

Employees

Summa Global Advisors

Not Provided

Principal Financial

20,000

Funding Summary

Summa Global Advisors

Not Provided

Principal Financial

33.5M Series C

Website

Competitors

Summa Global Advisors

-

Principal Financial

-

Reviews

Summa Global Advisors

0.0 (0)

Principal Financial

4.4 (2)

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