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| Private Advisory Group LLC
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|---|---|
| CRD # | 170043 |
| SEC # | 801-79100 |
| CIK # | 0001910273, 0001552586, 0001632965, 0001539338 |
| AUM | $900.5 MM (2024-03-27) |
| Employees | 18 (33% Investors, 0% Brokers) |
| Phone | 425-498-2320 |
| Address | 16880 NE 79th Street Redmond, WA 98052 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| NVDA | 399,550.0 | 52.7 | |
| MSFT | 1,918,222.4 | 50.9 | |
| AAPL | 2,382,844.0 | 46.0 | |
| AMZN | 1,092,997.8 | 33.0 | |
| META | 434,852.0 | 32.5 | |
| GOOG | 1,482,566.4 | 31.1 | |
| COST | 207,576.9 | 23.7 | |
| LLY | 301,789.7 | 18.4 | |
| NFLX | 79,791.6 | 16.1 | |
| TSLA | 723,390.3 | 12.0 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 289 | 103.8 |
| (b) Individuals (high net worth individuals) | 217 | 789.3 |
| (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 | 0.4 |
| (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 | 7 | 7.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,818 | 900.5 |
| By Discretionary | ||
| Discretionary | 1,795 | 899.4 |
| Non-Discretionary | 23 | 1.1 |
| Total | 1,818 | 900.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.8 | |
| United States Persons | 899.7 | |
| Total | 1,818 | 900.5 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001539338] | |
| D | [0001552586] | |
| 13F-HR | [0001632965] | |
| 13F-NT | [0001632965] | |
| 13F-HR | [0001910273] |
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