PERSONAL INVESTMENT MANAGEMENT INC
  • PERSONAL INVESTMENT MANAGEMENT INC

Adviser Profile

As of Date 04/13/2025
Registration status Terminated
ADV Location REDMOND, WA, United States
Contact Info 425 xxxxxxx
Websites
AUM* 567,628,630 6%
of that, discretionary 567,628,630 6%
Number of Employees 6 20%
of those in investment advisory functions 4
Private Fund GAV* 0
Avg Account Size 410,730 10%
% High Net Worth 39.38% 13%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

568M 487M 405M 324M 243M 162M 81M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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