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PRIVATE ASSET MANAGEMENT INC
CRD 108815 · SEC 801-52507
4040 LAKE WASHINGTON BLVD NE, #305, KIRKLAND, WA, 98033, United States
Phone
425-213-1600
Fax
425-213-1610
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$109.5M
Discretionary AUM
$79.6M
Team
4 total employees; 4 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-04-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Publication of periodicals
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 20 | $8.4M |
| High net worth individuals | 40 | $101.1M |
States served
AZ, OR, WA, TX
All web addresses on file
Official SEC filing: View on IAPD