Personal Investment Management Inc.

Personal Investment Management Inc. (CRD# 107829) is a financial advisory firm headquartered in Redmond, WA. They manage $534,312,683 in 1,429 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
22500 Ne Marketplace Drive, Suite 203, Redmond, WA 98053
https://www.pim4you.com
By the Numbers
  • Total Assets Under Management
    534
    MILLION
  • Total Number of Accounts
    1,429
    ACCOUNTS
  • Average Account Value
    $373,907
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
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, ID, OR, TX, WA

Financial Advisors at Personal Investment Management Inc.
Showing 1 - 5 of 5 top financial advisors.
1
Rodney Coyan, financial advisor Redmond WA
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 29 years of experience in the finance industry.

2
Brian Fahey, financial advisor Redmond WA
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 17 years of experience in the finance industry.

3
Shalina Martos, financial advisor Redmond WA
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 20 years of experience in the finance industry.

4
Christopher Reedy, financial advisor Redmond WA
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 30 years of experience in the finance industry.

5
Jennifer Laduca, financial advisor Redmond WA
Jennifer A. Laduca
CRD#: 7227378
22500 Ne Marketplace Drive, Suite 203, Redmond, WA 98053

Jennifer Laduca (CRD# 7227378) is an Investment Advisor Representative working at Personal Investment Management Inc. in Redmond, WA and has over 3 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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