PRIVATE ASSET MANAGEMENT INC
CRD #106598 SEC #801-42832 SAN DIEGO, CA 858-750-4200
SEC Registered
Total AUM
$751.3M
Discretionary
$751.3M
Employees
19
Clients
11
Accounts
1,255
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2023 | $751.3M | $751.3M | $0 | 19 | 0 |
| Aug 2023 | $751.3M | $751.3M | $0 | 19 | 0 |
| Mar 2023 | $751.3M | $751.3M | $0 | 19 | 0 |
| Apr 2022 | $1B | $1B | $0 | 22 | 0 |
| Mar 2022 | $1B | $1B | $0 | 22 | 0 |
| Dec 2021 | $880.8M | $880.8M | $0 | 22 | 0 |
| Oct 2021 | $880.8M | $880.8M | $0 | 22 | 0 |
| Mar 2021 | $880.8M | $880.8M | $0 | 22 | 0 |
| Oct 2020 | $816.1M | $816.1M | $0 | 22 | 0 |
| Jul 2020 | $816.1M | $816.1M | $0 | 22 | 0 |
| Jul 2020 | $816.1M | $816.1M | $0 | 22 | 0 |
| Jun 2020 | $816.1M | $816.1M | $0 | 22 | 0 |
| May 2020 | $816.1M | $816.1M | $0 | 22 | 0 |
| Apr 2020 | $816.1M | $816.1M | $0 | 22 | 0 |
| Mar 2020 | $816.1M | $816.1M | $0 | 22 | 0 |
| Oct 2019 | $696.9M | $696.9M | $0 | 20 | 0 |
| Mar 2019 | $696.9M | $696.9M | $0 | 20 | 0 |
| Mar 2018 | $866.2M | $866.2M | $0 | 20 | 0 |
| May 2017 | $826.2M | $826.2M | $0 | 20 | 800 |
| Mar 2017 | $826.2M | $826.2M | $0 | 20 | 800 |
| Dec 2016 | $770.9M | $770.9M | $0 | 20 | 800 |
| Jan 2016 | $770.9M | $770.9M | $0 | 20 | 800 |
| Dec 2015 | $853.6M | $853.6M | $0 | 20 | 800 |
| Jan 2015 | $853.6M | $853.6M | $0 | 20 | 800 |
| Jan 2015 | $853.6M | $853.6M | $0 | 20 | 800 |
| Oct 2014 | $844M | $844M | $0 | 20 | 800 |
| Feb 2014 | $844M | $844M | $0 | 20 | 800 |
| Nov 2013 | $686M | $686M | $0 | 20 | 800 |
| Jan 2013 | $686M | $686M | $0 | 20 | 800 |
| Jan 2012 | $611.9M | $611.9M | $0 | 11 | 800 |
| Mar 2011 | $630.2M | $630.2M | $0 | -- | -- |
| Mar 2010 | $679.2M | $621.8M | $57.3M | -- | -- |
| Apr 2009 | $630.8M | $550.7M | $80.1M | -- | -- |
| Jan 2008 | $826.6M | $720.8M | $105.8M | -- | -- |
| Jan 2007 | $819.9M | $710.3M | $109.6M | -- | -- |
| Jan 2007 | $723.8M | $611.7M | $112.1M | -- | -- |
| Jan 2006 | $723.8M | $611.7M | $112.1M | -- | -- |
| Nov 2005 | $650.2M | $564.9M | $85.3M | -- | -- |
| Nov 2005 | $650.2M | $564.9M | $85.3M | -- | -- |
| Feb 2005 | $650.2M | $564.9M | $85.3M | -- | -- |
| Jan 2005 | $650.2M | $564.9M | $85.3M | -- | -- |
| Jan 2005 | $650.2M | $564.9M | $85.3M | -- | -- |
| Jan 2004 | $545.8M | $475.8M | $70M | -- | -- |
| Mar 2002 | $613.6M | $576M | $37.6M | -- | -- |
DateAug 2023
Total AUM$751.3M
Discretionary$751.3M
Non-Disc.$0
Employees19
Clients0
DateAug 2023
Total AUM$751.3M
Discretionary$751.3M
Non-Disc.$0
Employees19
Clients0
DateMar 2023
Total AUM$751.3M
Discretionary$751.3M
Non-Disc.$0
Employees19
Clients0
DateApr 2022
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees22
Clients0
DateMar 2022
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees22
Clients0
DateDec 2021
Total AUM$880.8M
Discretionary$880.8M
Non-Disc.$0
Employees22
Clients0
DateOct 2021
Total AUM$880.8M
Discretionary$880.8M
Non-Disc.$0
Employees22
Clients0
DateMar 2021
Total AUM$880.8M
Discretionary$880.8M
Non-Disc.$0
Employees22
Clients0
DateOct 2020
Total AUM$816.1M
Discretionary$816.1M
Non-Disc.$0
Employees22
Clients0
DateJul 2020
Total AUM$816.1M
Discretionary$816.1M
Non-Disc.$0
Employees22
Clients0
DateJul 2020
Total AUM$816.1M
Discretionary$816.1M
Non-Disc.$0
Employees22
Clients0
DateJun 2020
Total AUM$816.1M
Discretionary$816.1M
Non-Disc.$0
Employees22
Clients0
DateMay 2020
Total AUM$816.1M
Discretionary$816.1M
Non-Disc.$0
Employees22
Clients0
DateApr 2020
Total AUM$816.1M
Discretionary$816.1M
Non-Disc.$0
Employees22
Clients0
DateMar 2020
Total AUM$816.1M
Discretionary$816.1M
Non-Disc.$0
Employees22
Clients0
DateOct 2019
Total AUM$696.9M
Discretionary$696.9M
Non-Disc.$0
Employees20
Clients0
DateMar 2019
Total AUM$696.9M
Discretionary$696.9M
Non-Disc.$0
Employees20
Clients0
DateMar 2018
Total AUM$866.2M
Discretionary$866.2M
Non-Disc.$0
Employees20
Clients0
DateMay 2017
Total AUM$826.2M
Discretionary$826.2M
Non-Disc.$0
Employees20
Clients800
DateMar 2017
Total AUM$826.2M
Discretionary$826.2M
Non-Disc.$0
Employees20
Clients800
DateDec 2016
Total AUM$770.9M
Discretionary$770.9M
Non-Disc.$0
Employees20
Clients800
DateJan 2016
Total AUM$770.9M
Discretionary$770.9M
Non-Disc.$0
Employees20
Clients800
DateDec 2015
Total AUM$853.6M
Discretionary$853.6M
Non-Disc.$0
Employees20
Clients800
DateJan 2015
Total AUM$853.6M
Discretionary$853.6M
Non-Disc.$0
Employees20
Clients800
DateJan 2015
Total AUM$853.6M
Discretionary$853.6M
Non-Disc.$0
Employees20
Clients800
DateOct 2014
Total AUM$844M
Discretionary$844M
Non-Disc.$0
Employees20
Clients800
DateFeb 2014
Total AUM$844M
Discretionary$844M
Non-Disc.$0
Employees20
Clients800
DateNov 2013
Total AUM$686M
Discretionary$686M
Non-Disc.$0
Employees20
Clients800
DateJan 2013
Total AUM$686M
Discretionary$686M
Non-Disc.$0
Employees20
Clients800
DateJan 2012
Total AUM$611.9M
Discretionary$611.9M
Non-Disc.$0
Employees11
Clients800
DateMar 2011
Total AUM$630.2M
Discretionary$630.2M
Non-Disc.$0
Employees--
Clients--
DateMar 2010
Total AUM$679.2M
Discretionary$621.8M
Non-Disc.$57.3M
Employees--
Clients--
DateApr 2009
Total AUM$630.8M
Discretionary$550.7M
Non-Disc.$80.1M
Employees--
Clients--
DateJan 2008
Total AUM$826.6M
Discretionary$720.8M
Non-Disc.$105.8M
Employees--
Clients--
DateJan 2007
Total AUM$819.9M
Discretionary$710.3M
Non-Disc.$109.6M
Employees--
Clients--
DateJan 2007
Total AUM$723.8M
Discretionary$611.7M
Non-Disc.$112.1M
Employees--
Clients--
DateJan 2006
Total AUM$723.8M
Discretionary$611.7M
Non-Disc.$112.1M
Employees--
Clients--
DateNov 2005
Total AUM$650.2M
Discretionary$564.9M
Non-Disc.$85.3M
Employees--
Clients--
DateNov 2005
Total AUM$650.2M
Discretionary$564.9M
Non-Disc.$85.3M
Employees--
Clients--
DateFeb 2005
Total AUM$650.2M
Discretionary$564.9M
Non-Disc.$85.3M
Employees--
Clients--
DateJan 2005
Total AUM$650.2M
Discretionary$564.9M
Non-Disc.$85.3M
Employees--
Clients--
DateJan 2005
Total AUM$650.2M
Discretionary$564.9M
Non-Disc.$85.3M
Employees--
Clients--
DateJan 2004
Total AUM$545.8M
Discretionary$475.8M
Non-Disc.$70M
Employees--
Clients--
DateMar 2002
Total AUM$613.6M
Discretionary$576M
Non-Disc.$37.6M
Employees--
Clients--