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| Happy Holidays!! thanks for using AUM13F!! |
| Private Advisory Group LLC
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| CRD # | 170043 |
| SEC # | 801-79100 |
| CIK # | 0001552586, 0001632965, 0001813369, 0001910273, 0000926106, 0001539338 |
| AUM | $1.3 B (2025-04-10) |
| Employees | 26 (50% Investors, 0% Brokers) |
| Phone | 425-498-2320 |
| Address | 16880 NE 79th Street Redmond, WA 98052 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001552586 0001632965 0001813369 0001910273 0000926106 0001539338 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Nvidia Corp | 0.0 | ||
| Apple Inc | 0.0 | ||
| Microsoft Corp | 0.0 | ||
| Amazon Com Inc | 0.0 | ||
| J P Morgan Chase & Co | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Fidelity Wise Origin Bitcoin Fund | 0.0 | ||
| Broadcom Inc | 0.0 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 303 | 124.1 |
| (b) Individuals (high net worth individuals) | 252 | 1,094.8 |
| (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 | 4.2 |
| (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 | 46 | 93.4 |
| (n) Other | 0 | 0.0 |
| Total | 2,166 | 1,316.5 |
| By Discretionary | ||
| Discretionary | 2,120 | 1,315.9 |
| Non-Discretionary | 46 | 0.5 |
| Total | 2,166 | 1,316.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,316.5 | |
| Total | 2,166 | 1,316.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-NT | [0000926106] | |
| 13F-HR | [0001539338] | |
| D | [0001552586] | |
| 13F-HR | [0001632965] | |
| 13F-NT | [0001632965] | |
| 13F-HR | [0001813369] | |
| 13F-HR | [0001910273] |
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