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PRIVATE ADVISORY GROUP LLC
16880 Ne 79th Street
Redmond, Washington 98052
Tel: 425-498-2320
About PRIVATE ADVISORY GROUP LLC
PRIVATE ADVISORY GROUP LLC, formally registered with the SEC as PRIVATE ADVISORY GROUP LLC. The firm was established in 01/24/2014. They have over 2 offices throughout the country.
PRIVATE ADVISORY GROUP LLC is a Redmond, Washington based Financial Planning firm with nearly $900,483,416 assets under management, offering retirement planning & investment advisory services to 1818 clients. The firm is staffed with 18 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 170043 |
| SEC# | 801-79100 |
| Assets Managed by Firm | $900,483,416 |
| No. of Clients | 1818 |
| No. of Advisors | 18 |
Fee Structure
- A percentage of AUM
- Fixed fees
- Performance Based
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1818 | $900,483,416 |
| Individuals (other than high net worth individuals) | 289 | $103,797,379 |
| High net worth individuals | 217 | $789,311,137 |
| Charitable organizations | Fewer than 5 clients | $396,140 |
| Corporations or other businesses | 7 | $6,978,760 |
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|---|---|---|---|
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| $82,657,150,657 | 146 | 653 | |
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