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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Personal Investment Management Inc
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|---|---|
| CRD # | 107829 |
| SEC # | 801-16254 |
| CIK # | 0001486516, 0000353917 |
| AUM | $567.6 M (2025-02-04) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Phone | 425-883-7990 |
| Address | 22500 NE Marketplace Drive Redmond, WA 98053 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 291 | 152.1 |
| (b) Individuals (high net worth individuals) | 191 | 414.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 1.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,382 | 567.6 |
| By Discretionary | ||
| Discretionary | 1,382 | 567.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,382 | 567.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 567.6 | |
| Total | 1,382 | 567.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| D | [0001486516] |
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0.6 | |
|
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West Advisors Incorporated
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Essex LLC
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IL | 0.6 |
|
Atlas Capital Management Corp
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|
IN | 0.6 |
|
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TX | 0.6 |