Private Advisory
Firm details
- Headquarters
- Redmond, Washington
- CRD number
- 170043
- Registered since
- January 24, 2014
- Website
- www.privateadvisory.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI82.57%
- Individuals15.39%
- Corporations / Businesses2.02%
- Charitable Organizations0.02%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Private Advisory is an independent, SEC-registered RIA organized as an LLC and operating since 2014. The firm serves both individual/family and institutional clients, focusing on financial planning and discretionary portfolio management for individuals and small businesses. Its fee model combines an asset-based charge with the possibility of performance-based fees. Private Advisory identifies as an active ESG investor and does not operate as a capital allocator. The firm is not classified as a multi-state adviser in its filing.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities56%
- Public Funds/Mutual Funds27%
- Investment Grade Corp Bonds7%
- US Government Bonds6%
- Cash & Cash Equivalents2%
Owners & executives
2 of 2
Matthew Chambers
Chief Executive OfficerCRD 5700511
Katherine Ludeman
Chief Operations OfficerCRD 5972029
Contacts
3 of 18
S Bean
Partner, AdvisorCRD 4206985
Daniel Poulsen
AssociateCRD 7371996
Davis Bean
Investment Advisor RepresentativeCRD 7975281
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 174Active vs passive
$648M in ETFs
82%
$529M
11%
$119M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 (QQQ) | Invesco | Passive | Large Growth | $38.9M | 67,348 | 6.00% |
Location
Redmond, WA
King
Location
Redmond, WA
Headquartered in Redmond, WA, anchoring the Seattle-Tacoma, WA metro in the West.
- Metro area
- Seattle-Tacoma, WA
- Region
- West
- County
- King
- Address
- 16880 Ne 79th St
- Time zone
- PT (UTC-8)
- Office locations
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