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Personal Investment Management Inc

CRD 107829SEC# 801-16254Redmond, WA
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No longer SEC-registered. Personal Investment Management Inc appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$567.6M
Employees
6
Accounts
1,382
Location
Redmond, WA

Personal Investment Management Inc assets under management

Personal Investment Management Inc is an investment advisory firm registered with the SEC based in Redmond, WA. It reports $567.6 million in regulatory assets under management and employs 6 people.
View on SEC.gov ↗

Personal Investment Management Inc owners & executives

5 reported
NameTitleOwnershipSince
Brian Charles Fahey ControlChief Investment Officer25-50%2020
Christopher James Reedy ControlChairman Of The Board Of Directors & Chief Executive Officer50-75%2012
Jennifer Ann Laduca ControlChief Compliance OfficerUnder 5%2022
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Frequently asked questions

How much does Personal Investment Management Inc manage?

Personal Investment Management Inc reports $567.6 million in regulatory assets under management on its Form ADV.

How many employees does Personal Investment Management Inc have?

Personal Investment Management Inc reports 6 employees.

Where is Personal Investment Management Inc located?

Personal Investment Management Inc is based in Redmond, WA.

Does Personal Investment Management Inc disclose fund performance?

Personal Investment Management Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address22500 NE Marketplace Drive, Suite 203, Redmond, WA 98053
Office hours8:00 a.m. To 4:30 p.m.
Discloses disciplinary historyNo

Assets under management

Discretionary$567.6M
Non-discretionary$0
Total (RAUM)$567.6M