Private Advisory Group LLC

Private Advisory Group LLC (CRD# 170043) is a financial advisory firm headquartered in Redmond, WA. They manage $452,837,979 in 1,600 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    453
    MILLION
  • Total Number of Accounts
    1,600
    ACCOUNTS
  • Average Account Value
    $283,024
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • 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.

CA, FL, NV, OR, TX, UT, WA

Financial Advisors at Private Advisory Group LLC
Showing 1 - 5 of 5 top financial advisors.
1
Douglas R. Bean
CRD#: 4541916
16880 Ne 79th Street, Redmond, WA 98052
96
Wealthminder
score

Douglas Bean (CRD# 4541916) is an Investment Advisor Representative working at Private Advisory Group LLC in Redmond, WA and has over 15 years of experience in the finance industry. Douglas Bean 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.

2
Ryan C. Finnigan
CRD#: 6131356
7191 Wagner Way Nw, Suite 302, Gig Harbor, WA 98335
90
Wealthminder
score

Ryan Finnigan (CRD# 6131356) is an Investment Advisor Representative working at Private Advisory Group LLC in Gig Harbor, WA and has over 5 years of experience in the finance industry.

3
S C. Bean
CRD#: 4206985
16880 Ne 79th Street, Redmond, WA 98052
83
Wealthminder
score

S Bean (CRD# 4206985) is an Investment Advisor Representative working at Private Advisory Group LLC in Redmond, WA and has over 17 years of experience in the finance industry.

4
Craig D. Johnsen
CRD#: 2103838
7191 Wagner Way Nw, Gig Harbor, WA 98335
83
Wealthminder
score

Craig Johnsen (CRD# 2103838) is an Investment Advisor Representative working at Private Advisory Group LLC in Gig Harbor, WA and has over 26 years of experience in the finance industry.

5
Eric C. Penz
CRD#: 4416096
16880 Ne 79th Street, Redmond, WA 98052
68
Wealthminder
score

Eric Penz (CRD# 4416096) is an Investment Advisor Representative working at Private Advisory Group LLC in Redmond, WA and has over 14 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.