Personal Investment Management Inc.

Personal Investment Management Inc. (CRD# 107829) is a financial advisory firm headquartered in Redmond, WA. They manage $382,433,546 in 909 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    382
    MILLION
  • Total Number of Accounts
    909
    ACCOUNTS
  • Average Account Value
    $420,719
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, OR, TX, WA

Financial Advisors at Personal Investment Management Inc.
Showing 1 - 5 of 5 top financial advisors.
1
Rodney G. Coyan
CRD#: 2167423
22500 Ne Marketplace Drive, Suite 203, Redmond, WA 98053

Rodney Coyan (CRD# 2167423) is an Investment Advisor Representative working at Personal Investment Management Inc. in Redmond, WA and has over 25 years of experience in the finance industry.

2
Brian C. Fahey
CRD#: 5260596
22500 Ne Marketplace Drive, Suite 203, Redmond, WA 98053

Brian Fahey (CRD# 5260596) is an Investment Advisor Representative working at Personal Investment Management Inc. in Redmond, WA and has over 13 years of experience in the finance industry.

3
Shalina R. Martos
CRD#: 4616725
22500 Ne Marketplace Drive, Suite 203, Redmond, WA 98053

Shalina Martos (CRD# 4616725) is an Investment Advisor Representative working at Personal Investment Management Inc. in Redmond, WA and has over 16 years of experience in the finance industry. Shalina Martos has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Ronald J. Moskat
CRD#: 1680897
22500 Ne Marketplace Drive, Suite 203, Redmond, WA 98053

Ronald Moskat (CRD# 1680897) is an Investment Advisor Representative working at Personal Investment Management Inc. in Redmond, WA and has over 32 years of experience in the finance industry.

5
Christopher J. Reedy
CRD#: 2390079
22500 Ne Marketplace Drive, Suite 203, Redmond, WA 98053

Christopher Reedy (CRD# 2390079) is an Investment Advisor Representative working at Personal Investment Management Inc. in Redmond, WA and has over 26 years of experience in the finance industry. Christopher Reedy has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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