Private Advisory Group LLC
● SEC registered since 2014CRD 170043SEC# 801-79100Redmond, WA
Reg. AUM
$2.14B
Employees
31
Accounts
3,217
Location
Redmond, WA
Private Advisory Group LLC assets under management
Private Advisory Group LLC is a registered investment adviser overseen by the SEC based in Redmond, WA. The firm has been registered since 2014. It reports $2.1 billion in regulatory assets under management and employs 31 people.
Private Advisory Group LLC owners & executives
8 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bean Holdings LLC Control | Member | Over 75% | 2013 |
| Douglas Reed Bean Control | Elected Manager, Chief Investment Officer | Under 5% | 2015 |
| Jonathan David Bishopp Control | Chief Compliance Officer, Chief Risk Officer | Under 5% | 2015 |
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Join to unlock · $37/moFrequently asked questions
How much does Private Advisory Group LLC manage?
Private Advisory Group LLC reports $2.1 billion in regulatory assets under management on its Form ADV.
How many employees does Private Advisory Group LLC have?
Private Advisory Group LLC reports 31 employees.
Where is Private Advisory Group LLC located?
Private Advisory Group LLC is based in Redmond, WA and has been SEC-registered since 2014.
Does Private Advisory Group LLC disclose fund performance?
Private Advisory Group LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 16880 NE 79th Street, Redmond, WA 98052 |
| Phone | 425-498-2320 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$2.14B▲ 63%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 21%
Larger than 79% of 16,271 advisers
EmployeesTop 17%
More than 83% of 16,825 advisers
Assets under management
$2.14Bregulatory AUM
Discretionary $2.14BNon-discretionary $984K