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Building 2PRIVATE ASSET MANAGEMENT INC

Map pinKIRKLAND, WA
Phone425-213-1600
NotebookSEC #801-52507
Total AUM
$109.5M
Employees
4
Clients
60

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4040 LAKE WASHINGTON BLVD NE
#305
KIRKLAND
WA 98033
United States
Operating Hours
7:00AM - 4:00PM
Monday - Friday
Phone
425-213-1600

ReceiptFinancials

Total AUM
$109.5M
Accounts
177
Discretionary
$79.6M
Accounts
120
Non-Discretionary
$29.9M
Accounts
57

ContactClients

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Individual Clients
20
AUM
$8.4M
HNW Individual Clients
40
AUM
$101.1M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
WA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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