PERSONAL INVESTMENT MANAGEMENT INC
CRD #107829 SEC #801-16254 REDMOND, WA 425-883-7990
SEC Registered
Total AUM
$567.6M
Discretionary
$567.6M
Employees
6
Clients
101
Accounts
1,382
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $567.6M | $567.6M | $0 | 6 | 0 |
| Jan 2024 | $534.3M | $534.3M | $0 | 5 | 3 |
| Jan 2023 | $483.6M | $483.6M | $0 | 5 | 3 |
| Aug 2022 | $533.9M | $533.9M | $0 | 5 | 0 |
| May 2022 | $533.9M | $533.9M | $0 | 5 | 0 |
| Jan 2022 | $533.9M | $533.9M | $0 | 5 | 0 |
| Feb 2021 | $487.6M | $487.6M | $0 | 8 | 2 |
| Jun 2020 | $382.4M | $382.4M | $0 | 8 | 2 |
| Jun 2020 | $382.4M | $382.4M | $0 | 8 | 2 |
| Mar 2020 | $382.4M | $382.4M | $0 | 8 | 2 |
| Mar 2020 | $382.4M | $382.4M | $0 | 8 | 2 |
| Feb 2020 | $382.4M | $382.4M | $0 | 8 | 2 |
| Feb 2019 | $347.5M | $347.5M | $0 | 7 | 0 |
| Sep 2018 | $396.8M | $396.8M | $0 | 8 | 5 |
| Mar 2018 | $396.8M | $396.8M | $0 | 8 | 5 |
| Mar 2017 | $364.2M | $364.2M | $0 | 10 | 500 |
| Jan 2017 | $359.8M | $359.8M | $0 | 9 | 500 |
| Nov 2016 | $359.8M | $359.8M | $0 | 9 | 500 |
| Mar 2016 | $359.8M | $359.8M | $0 | 9 | 500 |
| Oct 2015 | $378.5M | $378.5M | $0 | 9 | 500 |
| Mar 2015 | $378.5M | $378.5M | $0 | 9 | 500 |
| Mar 2014 | $387.7M | $387.7M | $0 | 9 | 500 |
| Apr 2013 | $332.8M | $332.8M | $0 | 9 | 500 |
| Mar 2013 | $332.8M | $332.8M | $0 | 9 | 500 |
| Apr 2012 | $334.2M | $334.2M | $0 | 6 | 500 |
| Mar 2012 | $334.2M | $334.2M | $0 | 6 | 500 |
| Nov 2011 | $320.1M | $320.1M | $0 | 6 | 500 |
| Mar 2011 | $335.2M | $335.2M | $0 | 10 | -- |
| Sep 2010 | $316.7M | $316.7M | $0 | 10 | -- |
| Mar 2010 | $316.7M | $316.7M | $0 | 10 | -- |
| Feb 2009 | $289.1M | $289.1M | $0 | 10 | -- |
| Mar 2008 | $313.5M | $313.5M | $0 | 10 | -- |
| Mar 2007 | $305.8M | $305.8M | $0 | 10 | -- |
| Jan 2006 | $205.5M | $205.5M | $0 | 5 | -- |
| Jun 2005 | $205.5M | $205.5M | $0 | 5 | -- |
| Apr 2002 | $151.8M | $151.8M | $0 | 5 | -- |
DateFeb 2025
Total AUM$567.6M
Discretionary$567.6M
Non-Disc.$0
Employees6
Clients0
DateJan 2024
Total AUM$534.3M
Discretionary$534.3M
Non-Disc.$0
Employees5
Clients3
DateJan 2023
Total AUM$483.6M
Discretionary$483.6M
Non-Disc.$0
Employees5
Clients3
DateAug 2022
Total AUM$533.9M
Discretionary$533.9M
Non-Disc.$0
Employees5
Clients0
DateMay 2022
Total AUM$533.9M
Discretionary$533.9M
Non-Disc.$0
Employees5
Clients0
DateJan 2022
Total AUM$533.9M
Discretionary$533.9M
Non-Disc.$0
Employees5
Clients0
DateFeb 2021
Total AUM$487.6M
Discretionary$487.6M
Non-Disc.$0
Employees8
Clients2
DateJun 2020
Total AUM$382.4M
Discretionary$382.4M
Non-Disc.$0
Employees8
Clients2
DateJun 2020
Total AUM$382.4M
Discretionary$382.4M
Non-Disc.$0
Employees8
Clients2
DateMar 2020
Total AUM$382.4M
Discretionary$382.4M
Non-Disc.$0
Employees8
Clients2
DateMar 2020
Total AUM$382.4M
Discretionary$382.4M
Non-Disc.$0
Employees8
Clients2
DateFeb 2020
Total AUM$382.4M
Discretionary$382.4M
Non-Disc.$0
Employees8
Clients2
DateFeb 2019
Total AUM$347.5M
Discretionary$347.5M
Non-Disc.$0
Employees7
Clients0
DateSep 2018
Total AUM$396.8M
Discretionary$396.8M
Non-Disc.$0
Employees8
Clients5
DateMar 2018
Total AUM$396.8M
Discretionary$396.8M
Non-Disc.$0
Employees8
Clients5
DateMar 2017
Total AUM$364.2M
Discretionary$364.2M
Non-Disc.$0
Employees10
Clients500
DateJan 2017
Total AUM$359.8M
Discretionary$359.8M
Non-Disc.$0
Employees9
Clients500
DateNov 2016
Total AUM$359.8M
Discretionary$359.8M
Non-Disc.$0
Employees9
Clients500
DateMar 2016
Total AUM$359.8M
Discretionary$359.8M
Non-Disc.$0
Employees9
Clients500
DateOct 2015
Total AUM$378.5M
Discretionary$378.5M
Non-Disc.$0
Employees9
Clients500
DateMar 2015
Total AUM$378.5M
Discretionary$378.5M
Non-Disc.$0
Employees9
Clients500
DateMar 2014
Total AUM$387.7M
Discretionary$387.7M
Non-Disc.$0
Employees9
Clients500
DateApr 2013
Total AUM$332.8M
Discretionary$332.8M
Non-Disc.$0
Employees9
Clients500
DateMar 2013
Total AUM$332.8M
Discretionary$332.8M
Non-Disc.$0
Employees9
Clients500
DateApr 2012
Total AUM$334.2M
Discretionary$334.2M
Non-Disc.$0
Employees6
Clients500
DateMar 2012
Total AUM$334.2M
Discretionary$334.2M
Non-Disc.$0
Employees6
Clients500
DateNov 2011
Total AUM$320.1M
Discretionary$320.1M
Non-Disc.$0
Employees6
Clients500
DateMar 2011
Total AUM$335.2M
Discretionary$335.2M
Non-Disc.$0
Employees10
Clients--
DateSep 2010
Total AUM$316.7M
Discretionary$316.7M
Non-Disc.$0
Employees10
Clients--
DateMar 2010
Total AUM$316.7M
Discretionary$316.7M
Non-Disc.$0
Employees10
Clients--
DateFeb 2009
Total AUM$289.1M
Discretionary$289.1M
Non-Disc.$0
Employees10
Clients--
DateMar 2008
Total AUM$313.5M
Discretionary$313.5M
Non-Disc.$0
Employees10
Clients--
DateMar 2007
Total AUM$305.8M
Discretionary$305.8M
Non-Disc.$0
Employees10
Clients--
DateJan 2006
Total AUM$205.5M
Discretionary$205.5M
Non-Disc.$0
Employees5
Clients--
DateJun 2005
Total AUM$205.5M
Discretionary$205.5M
Non-Disc.$0
Employees5
Clients--
DateApr 2002
Total AUM$151.8M
Discretionary$151.8M
Non-Disc.$0
Employees5
Clients--