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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Firm Name	Assets Under Management	Total Clients	Total Advisors

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