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| Private Advisory Group LLC
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|---|---|
| CRD # | 170043 |
| SEC # | 801-79100 |
| CIK # | 0001552586, 0000926106, 0001813369, 0001539338, 0001632965, 0001910273 |
| AUM | $2.1 B (2026-06-12) |
| Employees | 31 (39% Investors, 0% Brokers) |
| Phone | 425-498-2320 |
| Address | 16880 NE 79th Street Redmond, WA 98052 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001552586 0000926106 0001813369 0001539338 0001632965 0001910273 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 0.0 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 596 | 0.3 |
| (b) Individuals (high net worth individuals) | 319 | 1.8 |
| (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 | 0.0 |
| (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 | 14 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 3,217 | 2.1 |
| By Discretionary | ||
| Discretionary | 3,196 | 2.1 |
| Non-Discretionary | 21 | 0.0 |
| Total | 3,217 | 2.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.1 | |
| Total | 3,217 | 2.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-NT | [0000926106] | |
| 13F-HR | [0001539338] | |
| D | [0001552586] | |
| 13F-HR | [0001632965] | |
| 13F-NT | [0001632965] | |
| 13F-HR | [0001813369] | |
| 13F-HR | [0001910273] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Maloon Powers Pitre Higgins & Dennehy LLC
✚
|
CA | 2.3 |
|
Avalor Investment AG
✚
|
2.2 | |
|
LBMC Investment Advisors LLC
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TN | 2.2 |
|
Elser Financial Planning Inc
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|
IN | 2.1 |
|
Adell Harriman & Carpenter Inc
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TX | 2.1 |
|
Tortoise Investment Management LLC
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NY | 2.1 |
|
Adviceone Advisory Services LLC
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|
CT | 2.0 |
|
Minot Deblois Advisors LLC
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|
MA | 2.0 |
|
Capwealth Advisors LLC
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TN | 2.0 |
|
Keebeck Partners LLC
✚
|
IL | 2.0 |