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Rodney George Coyan

PERSONAL INVESTMENT MANAGEMENT INC·REDMOND, Washington
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22500 NE MARKETPLACE DRIVE, REDMOND, WA 98053CRD# 2167423Firm CRD# 107829
01

About

Rodney George Coyan 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
Services
Financial planning
Portfolio management (individuals)
Other
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2167423
Firm CRD# 107829
No disclosures on file
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Frequently Asked Questions

What services does Rodney George Coyan offer?
Rodney George Coyan specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in REDMOND, Washington for a consultation.
What are Rodney George Coyan's credentials?
Rodney George Coyan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Rodney George Coyan located?
Rodney George Coyan 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 Rodney George Coyan charge for services?
Rodney George Coyan'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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