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PRIVATE ADVISORY

PRIVATE ADVISORY GROUP LLC

CRD 170043 · SEC 801-79100

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16880 NE 79TH STREET, REDMOND, WA, 98052, United States

Phone

425-498-2320

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$2.14B

Discretionary AUM

$2.14B

Team

31 total employees; 12 advisory reps

Clients

More than 500

Fees

Percentage of AUM; Performance-based fees

Org form

Limited Liability Company

Filing date

2026-06-12

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals596$330.1M
High net worth individuals319$1.77B
Corporations/business entities14$43.2M

States served

AZ, CA, CO, ID, NE, OR, UT, WA, TX, FL

All web addresses on file

Official SEC filing: View on IAPD