Private Advisory is an investment advisor in Redmond with $687.49 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
464161984
SEC advisor number
801-79100
FINRA CRD number
170043
AUM ?
$900.48 mm
(as of 27 Mar 24)
Accounts
1,818
(as of 27 Mar 24)
Employees
18
(6 investment advisory or research)
Address
Private Advisory
16880 NE 79TH STREET
REDMOND
WA 98052
16880 NE 79TH STREET
REDMOND
WA 98052
Phone
425-498-2320
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
13 Feb 24
13F-HR/A
Quarterly holdings report by institutional manager (amended)
12 Jan 24
13F-HR
Quarterly holdings report by institutional manager
13 Nov 23
13F-HR
Quarterly holdings report by institutional manager
11 Aug 23
13F-HR
Quarterly holdings report by institutional manager
12 May 23
13F-HR
Quarterly holdings report by institutional manager
14 Feb 23
13F-HR
Quarterly holdings report by institutional manager
10 Nov 22
13F-HR
Quarterly holdings report by institutional manager
12 Aug 22
13F-HR
Quarterly holdings report by institutional manager
13 May 22
13F-HR
Quarterly holdings report by institutional manager
27 Jan 22