Private Asset Management Inc.

Private Asset Management Inc. (CRD# 108815) is a financial advisory firm headquartered in Kirkland, WA. They manage $105,922,864 in 253 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    106
    MILLION
  • Total Number of Accounts
    253
    ACCOUNTS
  • Average Account Value
    $418,667
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
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, WA

Financial Advisors at Private Asset Management Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Richard D. Meagley
CRD#: 2394947
3740 Carillon Point, Kirkland, WA 98033
96
Wealthminder
score

Richard Meagley (CRD# 2394947) is an Investment Advisor Representative working at Private Asset Management Inc. in Kirkland, WA and has over 23 years of experience in the finance industry.

2
David G. Giannini
CRD#: 2735499
3740 Carillon Point, Kirkland, WA 98033
93
Wealthminder
score

David Giannini (CRD# 2735499) is an Investment Advisor Representative working at Private Asset Management Inc. in Kirkland, WA and has over 20 years of experience in the finance industry.

3
Michael L. Thayer
CRD#: 1203266
3740 Carillon Point, Kirkland, WA 98033
93
Wealthminder
score

Michael Thayer (CRD# 1203266) is an Investment Advisor Representative working at Private Asset Management Inc. in Kirkland, WA and has over 33 years of experience in the finance industry.

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