Personal Investment Management Inc
CRD 107829SEC# 801-16254Redmond, WA
No longer SEC-registered. Personal Investment Management Inc appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$567.6M
Employees
6
Accounts
1,382
Location
Redmond, WA
Personal Investment Management Inc assets under management
Personal Investment Management Inc is an investment advisory firm registered with the SEC based in Redmond, WA. It reports $567.6 million in regulatory assets under management and employs 6 people.
Personal Investment Management Inc owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian Charles Fahey Control | Chief Investment Officer | 25-50% | 2020 |
| Christopher James Reedy Control | Chairman Of The Board Of Directors & Chief Executive Officer | 50-75% | 2012 |
| Jennifer Ann Laduca Control | Chief Operating Officer | Under 5% | 2021 |
See all 5 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Personal Investment Management Inc manage?
Personal Investment Management Inc reports $567.6 million in regulatory assets under management on its Form ADV.
How many employees does Personal Investment Management Inc have?
Personal Investment Management Inc reports 6 employees.
Where is Personal Investment Management Inc located?
Personal Investment Management Inc is based in Redmond, WA.
Does Personal Investment Management Inc disclose fund performance?
Personal Investment Management Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 22500 NE Marketplace Drive, Suite 203, Redmond, WA 98053 |
| Office hours | 8:00 a.m. To 4:30 p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$567.6MNo change
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 45%
Larger than 55% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$567.6Mregulatory AUM
Discretionary $567.6M