PRIVATE ADVISORY GROUP LLC
Legal name: PRIVATE ADVISORY
CRD #170043 SEC #801-79100 REDMOND, WA 425-498-2320
SEC Registered
Total AUM
$1.3B
Discretionary
$1.3B
Employees
26
Clients
--
Accounts
2,166
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $1.3B | $1.3B | $518.1K | 26 | 0 |
| Mar 2025 | $1.3B | $1.3B | $518.1K | 26 | 0 |
| Mar 2024 | $900.5M | $899.4M | $1.1M | 18 | 0 |
| Mar 2023 | $642.2M | $640.3M | $1.9M | 16 | 16 |
| Aug 2022 | $687.5M | $685.8M | $1.7M | 14 | 0 |
| Feb 2022 | $687.5M | $685.8M | $1.7M | 14 | 0 |
| Apr 2021 | $476.7M | $475.9M | $843K | 8 | 0 |
| Mar 2021 | $476.7M | $475.9M | $843K | 8 | 0 |
| Jul 2020 | $367.7M | $365.4M | $2.4M | 7 | 0 |
| Jun 2020 | $367.7M | $365.4M | $2.4M | 7 | 0 |
| Mar 2020 | $367.7M | $365.4M | $2.4M | 7 | 0 |
| Mar 2019 | $280.1M | $278.6M | $1.5M | 7 | 0 |
| Aug 2018 | $309.3M | $307.7M | $1.6M | 6 | 5 |
| Jan 2018 | $309.3M | $307.7M | $1.6M | 6 | 5 |
| Dec 2017 | $279.2M | $278.8M | $400K | 5 | 5 |
| Sep 2017 | $279.2M | $278.8M | $400K | 5 | 300 |
| Apr 2017 | $279.2M | $278.8M | $400K | 5 | 300 |
| Mar 2017 | $279.2M | $278.8M | $400K | 5 | 300 |
| Sep 2016 | $326.9M | $326.9M | $0 | 10 | 600 |
| Aug 2016 | $326.9M | $326.9M | $0 | 10 | 600 |
| May 2016 | $452.8M | $452.8M | $0 | 10 | 600 |
| May 2016 | $452.8M | $452.8M | $0 | 10 | 600 |
| Mar 2016 | $452.8M | $452.8M | $0 | 14 | 600 |
| Jul 2015 | $694.9M | $689.9M | $5M | 14 | 400 |
| Apr 2015 | $694.9M | $689.9M | $5M | 14 | 400 |
| Apr 2015 | $694.9M | $689.9M | $5M | 14 | 400 |
| Mar 2015 | $694.9M | $689.9M | $5M | 14 | 400 |
| Dec 2014 | $680M | $675M | $5M | 13 | 0 |
| Nov 2014 | $680M | $675M | $5M | 13 | 0 |
| Aug 2014 | $0 | $0 | $0 | 13 | 0 |
| Jan 2014 | $0 | $0 | $0 | 15 | 0 |
DateApr 2025
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$518.1K
Employees26
Clients0
DateMar 2025
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$518.1K
Employees26
Clients0
DateMar 2024
Total AUM$900.5M
Discretionary$899.4M
Non-Disc.$1.1M
Employees18
Clients0
DateMar 2023
Total AUM$642.2M
Discretionary$640.3M
Non-Disc.$1.9M
Employees16
Clients16
DateAug 2022
Total AUM$687.5M
Discretionary$685.8M
Non-Disc.$1.7M
Employees14
Clients0
DateFeb 2022
Total AUM$687.5M
Discretionary$685.8M
Non-Disc.$1.7M
Employees14
Clients0
DateApr 2021
Total AUM$476.7M
Discretionary$475.9M
Non-Disc.$843K
Employees8
Clients0
DateMar 2021
Total AUM$476.7M
Discretionary$475.9M
Non-Disc.$843K
Employees8
Clients0
DateJul 2020
Total AUM$367.7M
Discretionary$365.4M
Non-Disc.$2.4M
Employees7
Clients0
DateJun 2020
Total AUM$367.7M
Discretionary$365.4M
Non-Disc.$2.4M
Employees7
Clients0
DateMar 2020
Total AUM$367.7M
Discretionary$365.4M
Non-Disc.$2.4M
Employees7
Clients0
DateMar 2019
Total AUM$280.1M
Discretionary$278.6M
Non-Disc.$1.5M
Employees7
Clients0
DateAug 2018
Total AUM$309.3M
Discretionary$307.7M
Non-Disc.$1.6M
Employees6
Clients5
DateJan 2018
Total AUM$309.3M
Discretionary$307.7M
Non-Disc.$1.6M
Employees6
Clients5
DateDec 2017
Total AUM$279.2M
Discretionary$278.8M
Non-Disc.$400K
Employees5
Clients5
DateSep 2017
Total AUM$279.2M
Discretionary$278.8M
Non-Disc.$400K
Employees5
Clients300
DateApr 2017
Total AUM$279.2M
Discretionary$278.8M
Non-Disc.$400K
Employees5
Clients300
DateMar 2017
Total AUM$279.2M
Discretionary$278.8M
Non-Disc.$400K
Employees5
Clients300
DateSep 2016
Total AUM$326.9M
Discretionary$326.9M
Non-Disc.$0
Employees10
Clients600
DateAug 2016
Total AUM$326.9M
Discretionary$326.9M
Non-Disc.$0
Employees10
Clients600
DateMay 2016
Total AUM$452.8M
Discretionary$452.8M
Non-Disc.$0
Employees10
Clients600
DateMay 2016
Total AUM$452.8M
Discretionary$452.8M
Non-Disc.$0
Employees10
Clients600
DateMar 2016
Total AUM$452.8M
Discretionary$452.8M
Non-Disc.$0
Employees14
Clients600
DateJul 2015
Total AUM$694.9M
Discretionary$689.9M
Non-Disc.$5M
Employees14
Clients400
DateApr 2015
Total AUM$694.9M
Discretionary$689.9M
Non-Disc.$5M
Employees14
Clients400
DateApr 2015
Total AUM$694.9M
Discretionary$689.9M
Non-Disc.$5M
Employees14
Clients400
DateMar 2015
Total AUM$694.9M
Discretionary$689.9M
Non-Disc.$5M
Employees14
Clients400
DateDec 2014
Total AUM$680M
Discretionary$675M
Non-Disc.$5M
Employees13
Clients0
DateNov 2014
Total AUM$680M
Discretionary$675M
Non-Disc.$5M
Employees13
Clients0
DateAug 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees13
Clients0
DateJan 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees15
Clients0