Private Asset Management Inc.

Private Asset Management Inc. (CRD# 108815) is a financial advisory firm headquartered in Kirkland, WA. They manage $168,866,882 in 100 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
4040 Lake Washington Blvd Ne, #305, Kirkland, WA 98033
https://www.linkedin.com/company/private-asset-management-incorporated/about/
By the Numbers
  • Total Assets Under Management
    169
    MILLION
  • Total Number of Accounts
    100
    ACCOUNTS
  • Average Account Value
    $1,688,669
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, OR, WA

Financial Advisors at Private Asset Management Inc.
Showing 1 - 2 of 2 top financial advisors.
1
David Giannini, financial advisor Kirkland WA
David G. Giannini
CRD#: 2735499
4040 Lake Washington Blvd Ne, #305, Kirkland, WA 98033

David Giannini (CRD# 2735499) is an Investment Advisor Representative working at Private Asset Management Inc. in Kirkland, WA and has over 27 years of experience in the finance industry.

2
Michael Thayer, financial advisor Kirkland WA
Michael L. Thayer
CRD#: 1203266
3740 Carillon Point, Kirkland, WA 98033

Michael Thayer (CRD# 1203266) is an Investment Advisor Representative working at Private Asset Management Inc. in Kirkland, WA and has over 40 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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