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Home > Retirement Planners > washington > redmond > PERSONAL INVESTMENT MANAGEMENT INC
PERSONAL INVESTMENT MANAGEMENT INC
22500 Ne Marketplace Drive
Suite 203
Redmond, Washington 98053
Tel: 425-883-7990
About PERSONAL INVESTMENT MANAGEMENT INC
PERSONAL INVESTMENT MANAGEMENT INC, formally registered with the SEC as PERSONAL INVESTMENT MANAGEMENT INC. The firm was established in 08/07/1981. They have over 1 offices throughout the country.
PERSONAL INVESTMENT MANAGEMENT INC is a Redmond, Washington based Financial Planning firm with nearly $567,628,630 assets under management, offering retirement planning & investment advisory services to 1382 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 107829 |
| SEC# | 801-16254 |
| Assets Managed by Firm | $567,628,630 |
| No. of Clients | 1382 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other (INVESTMENT CONSULTING SERVICES)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1382 | $567,628,630 |
| Individuals (other than high net worth individuals) | 291 | $152,105,273 |
| High net worth individuals | 191 | $414,225,387 |
| Charitable organizations | Fewer than 5 clients | $1,297,970 |
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