PERSONAL INVESTMENT MANAGEMENT INC

REDMOND, Washington·7 registered advisors·CRD# 107829

SEC# 801-162540425-883-7990

01

Firm Overview

AUM

$534M

Regulatory assets under management

Employees

5

Total firm employees

Advisors

7

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Other

Compensation

Percentage of AUM

03

Specialties

Financial Planning Investment Management Fee-Only Advisory

04

Advisors at PERSONAL INVESTMENT MANAGEMENT INC

7 registered advisors

Brian Charles Fahey

REDMOND, Washington

Christopher James Reedy

REDMOND, Washington

Dennis Henry Vogt

REDMOND, Washington

Frank Patrick Bosone

REDMOND, Washington

Jennifer Ann Laduca

REDMOND, Washington

Rodney George Coyan

REDMOND, Washington

Ronald Joel Moskat

REDMOND, Washington

05

Office Locations

REDMOND, Washington

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Data sourced from SEC Form ADV filings. PERSONAL INVESTMENT MANAGEMENT INC (CRD# 107829) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.