BEAN FINANCIAL ADVISORS, INC.
Legal name: PRIVATE ADVISORY GROUP
CRD #111073 SEC #801-58201 REDMOND, WA (425) 498-2320
SEC Registered
Total AUM
$168M
Discretionary
$160M
Employees
6
Clients
26
Accounts
100
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2014 | $193M | $189M | $4M | 5 | 26 |
| May 2013 | $168M | $160M | $8M | 6 | 26 |
| Dec 2012 | $161M | $43M | $118M | 6 | 26 |
| Jan 2012 | $127M | $49M | $78M | 1 | 26 |
| Nov 2010 | $105M | $45M | $60M | 5 | -- |
| Jun 2009 | $70M | $0 | $70M | 5 | -- |
| Aug 2007 | $85M | $0 | $85M | 5 | -- |
| Mar 2007 | $85M | $0 | $85M | 5 | -- |
| Jan 2006 | $65M | $0 | $65M | 5 | -- |
| Sep 2005 | $54M | $54M | $0 | 5 | -- |
| Jan 2005 | $34M | $34M | $0 | 5 | -- |
| Jan 2005 | $30M | $0 | $30M | 5 | -- |
| May 2001 | $40M | $40M | $0 | 5 | -- |
DateApr 2014
Total AUM$193M
Discretionary$189M
Non-Disc.$4M
Employees5
Clients26
DateMay 2013
Total AUM$168M
Discretionary$160M
Non-Disc.$8M
Employees6
Clients26
DateDec 2012
Total AUM$161M
Discretionary$43M
Non-Disc.$118M
Employees6
Clients26
DateJan 2012
Total AUM$127M
Discretionary$49M
Non-Disc.$78M
Employees1
Clients26
DateNov 2010
Total AUM$105M
Discretionary$45M
Non-Disc.$60M
Employees5
Clients--
DateJun 2009
Total AUM$70M
Discretionary$0
Non-Disc.$70M
Employees5
Clients--
DateAug 2007
Total AUM$85M
Discretionary$0
Non-Disc.$85M
Employees5
Clients--
DateMar 2007
Total AUM$85M
Discretionary$0
Non-Disc.$85M
Employees5
Clients--
DateJan 2006
Total AUM$65M
Discretionary$0
Non-Disc.$65M
Employees5
Clients--
DateSep 2005
Total AUM$54M
Discretionary$54M
Non-Disc.$0
Employees5
Clients--
DateJan 2005
Total AUM$34M
Discretionary$34M
Non-Disc.$0
Employees5
Clients--
DateJan 2005
Total AUM$30M
Discretionary$0
Non-Disc.$30M
Employees5
Clients--
DateMay 2001
Total AUM$40M
Discretionary$40M
Non-Disc.$0
Employees5
Clients--