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Home > Retirement Planners > washington > kirkland > PRIVATE ASSET MANAGEMENT INC
PRIVATE ASSET MANAGEMENT INC
4040 Lake Washington Blvd Ne
#305
Kirkland, Washington 98033
Tel: 425-213-1600
About PRIVATE ASSET MANAGEMENT INC
PRIVATE ASSET MANAGEMENT INC, formally registered with the SEC as PRIVATE ASSET MANAGEMENT INC. The firm was established in 07/26/1996. They have over 1 offices throughout the country.
PRIVATE ASSET MANAGEMENT INC is a Kirkland, Washington based Financial Planning firm with nearly $168,866,882 assets under management, offering retirement planning & investment advisory services to 100 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 108815 |
| SEC# | 801-52507 |
| Assets Managed by Firm | $168,866,882 |
| No. of Clients | 100 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals and newsletters
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 100 | $168,866,882 |
| Individuals (other than high net worth individuals) | 38 | $14,494,657 |
| High net worth individuals | 61 | $124,905,532 |
| Charitable organizations | Fewer than 5 clients | $529,005 |
| Corporations or other businesses | Fewer than 5 clients | $13,241,095 |
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|---|---|---|---|
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| $24,747,000,000 | 17 | 95 | |
| $23,026,995,111 | 77 | 656 |
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