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Frank Patrick Bosone

PERSONAL INVESTMENT MANAGEMENT INC·REDMOND, Washington
Unclaimed Profile
16701 NE 80TH STREET, REDMOND, WA 98052CRD# 4333346Firm CRD# 107829
01

About

Frank Patrick Bosone is a registered financial advisor based in REDMOND, Washington, affiliated with PERSONAL INVESTMENT MANAGEMENT INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
PERSONAL INVESTMENT MANAGEMENT INC
PERSONAL INVESTMENT MANAGEMENT INC
AUM
$534M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at PERSONAL INVESTMENT MANAGEMENT INC →
Services
Financial planning
Portfolio management (individuals)
Other
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4333346
Firm CRD# 107829
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Frank Patrick Bosone offer?
Frank Patrick Bosone specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in REDMOND, Washington for a consultation.
What are Frank Patrick Bosone's credentials?
Frank Patrick Bosone is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Frank Patrick Bosone located?
Frank Patrick Bosone is based in REDMOND, Washington, working with PERSONAL INVESTMENT MANAGEMENT INC. Their office serves clients in the REDMOND metropolitan area and surrounding communities.
How does Frank Patrick Bosone charge for services?
Frank Patrick Bosone's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PERSONAL INVESTMENT MANAGEMENT INC?
PERSONAL INVESTMENT MANAGEMENT INC has approximately 5 employees and manages $534M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Washington
SEATTLE (905)BELLEVUE (345)SPOKANE (98)VANCOUVER (76)TACOMA (62)
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Research
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