Private Advisory Group LLC

Private Advisory Group LLC (CRD# 170043) is a financial advisory firm headquartered in Redmond, WA. They manage $309,314,800 in 924 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    309
    MILLION
  • Total Number of Accounts
    924
    ACCOUNTS
  • Average Account Value
    $334,756
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, OR, TX, UT, WA

Financial Advisors at Private Advisory Group LLC
Showing 1 - 3 of 3 top financial advisors.
1
Douglas R. Bean
CRD#: 4541916
16880 Ne 79th Street, Redmond, WA 98052
86
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
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.

3
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.

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