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
- HNWI82.57%
- Individuals15.39%
- Corporations / Businesses2.02%
- Charitable Organizations0.02%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Private Advisory is an independent, SEC-registered RIA formed as an LLC in 2014. The firm serves both individual and family clients as well as institutional investors, offering financial planning and portfolio management—with an emphasis on relationships with individuals and small businesses. Its compensation model combines a percentage-of-AUM fee with the ability to charge performance-based fees. The firm identifies as an active ESG investor and is not structured as a capital allocator or related-adviser network.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
2 of 2
Matthew Chambers
Chief Executive OfficerCRD 5700511
Katherine Ludeman
Chief Operations OfficerCRD 5972029
Contacts
3 of 17
Steven Hillstead
Partner, AdvisorCRD 4285124
Eric Penz
Senior AdvisorCRD 4416096
S Bean
Partner, AdvisorCRD 4206985
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 187Active vs passive
$848M in ETFs
80%
$679M
11%
$169M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 (QQQ) | Invesco | Passive | Large Growth | $54.7M | 74,272 | 6.45% |
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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