PRIVATE ASSET MANAGEMENT INC

RIASEC RegisteredEst. 1996

Total AUM

$109M

Discretionary

$79.6M

73% of AUM

Avg account

$619K

Accounts

177

Employees

Advisory reps

Firm details

Headquarters: KIRKLAND, Washington
CRD number: 108815
Registered since: July 26, 1996
Website: www.privateasset.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI92.3%
Individuals7.7%
Services: Financial PlanningPortfolio Management for IndividualsPublication of Periodicals

Firm profile

FINTRX

Overview

Private Asset Management Inc. is an independent registered investment adviser organized as a corporation and active since the mid-1990s. The firm is individually owned and focuses on serving individuals and families rather than institutional pools. Its billing is flexible: clients may be charged a percentage of assets under management, hourly fees, or fixed fees depending on the engagement. Core advisory services include financial planning, portfolio management for individuals and small businesses, and the production of periodic publications or newsletters. The firm does not identify itself as an active ESG investor and is not presented as a multi-state or pension consultant adviser.