Overview
Assets Under Management: $568 million
Headquarters: REDMOND, WA
High-Net-Worth Clients: 191
Average Client Assets: $2 million
Frequently Asked Questions
PERSONAL INVESTMENT MANAGEMENT INC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #107829), PERSONAL INVESTMENT MANAGEMENT INC is subject to fiduciary duty under federal law.
PERSONAL INVESTMENT MANAGEMENT INC is headquartered in REDMOND, WA.
PERSONAL INVESTMENT MANAGEMENT INC serves 191 high-net-worth clients according to their SEC filing dated February 04, 2025. View client details ↓
According to their SEC Form ADV, PERSONAL INVESTMENT MANAGEMENT INC offers financial planning and portfolio management for individuals. View all service details ↓
PERSONAL INVESTMENT MANAGEMENT INC manages $568 million in client assets according to their SEC filing dated February 04, 2025.
According to their SEC Form ADV, PERSONAL INVESTMENT MANAGEMENT INC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 191
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 72.97
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,382
Discretionary Accounts: 1,382
Regulatory Filings
CRD Number: 107829
Last Filing Date: 2025-02-04 00:00:00
Website: https://pim4you.com