PRIVATE ADVISORY
Firm details
- Headquarters
- REDMOND, Washington
- CRD number
- 170043
- Registered since
- January 24, 2014
- Website
- www.privateadvisory.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI87.09%
- Individuals11.11%
- Corporations / Businesses1.67%
- Charitable Organizations0.13%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Private Advisory is an independent, fee-based RIA organized as an LLC and operating since 2014. The firm serves both individuals and families as well as institutional clients, offering financial planning and discretionary portfolio management for individuals and small businesses. Its fee model combines a percentage-of-AUM approach with performance-based fees. Private Advisory identifies as an active ESG investor and reports both advisory and portfolio management activities; it does not describe itself as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities56%
- Public Funds/Mutual Funds27%
- Investment Grade Corp Bonds7%
- US Government Bonds6%
- Cash & Cash Equivalents2%
Owners & executives
1 of 1MATTHEW CHAMBERS
Chief Executive OfficerCRD 5700511
Contacts
3 of 19S BEAN
Partner, AdvisorCRD 4206985
DANIEL POULSEN
AssociateCRD 7371996
Davis Bean
Investment Advisor RepresentativeCRD 7975281
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 174Active vs passive
$648M in ETFs
82%
$529M
11%
$119M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 (QQQ) | Invesco | Passive | Large Growth | $38.9M | 67,348 | 6.00% |
Location
REDMOND, WA
KING
Location
REDMOND, WA
Headquartered in REDMOND, WA, anchoring the Seattle-Tacoma, WA metro in the West.
- Metro area
- Seattle-Tacoma, WA
- Region
- West
- County
- KING
- Address
- 16880 NE 79th St
- Time zone
- PT (UTC-8)
- Office locations
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