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Building 2PERSONAL INVESTMENT MANAGEMENT INC

Map pinREDMOND, WA
Phone425-883-7990
NotebookSEC #801-16254
Total AUM
$567.6M
Employees
6
Clients
483

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
22500 NE MARKETPLACE DRIVE
SUITE 203
REDMOND
WA 98053
United States
Operating Hours
8:00 AM TO 4:30 PM
Monday - Friday
Phone
425-883-7990

ReceiptFinancials

Total AUM
$567.6M
Accounts
1,382
Discretionary
$567.6M
Accounts
1,382
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
291
AUM
$152.1M
HNW Individual Clients
191
AUM
$414.2M
Charitable Organization Clients
1
AUM
$1.3M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
INVESTMENT CONSULTING SERVICES
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOIDORTXWA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 3 other businesses.

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