Private Advisory Group

  • Financial Services
  • Redmond WA
  • 36 employees
  • Financial Services
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Company Overview

Headquarters
16880 NE 79th St, Redmond WA
Website
privateadvisory.com
Phone
(425) 498-2320
Employees
36
Industry
Financial Services
NAICS Code
NAICS Code 523 Companies
NAICS Code 5239 Companies
NAICS Code 52 Companies
NAICS Code 52393 Companies
SIC Code
SIC Code 62 Companies
SIC Code 628 Companies
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Financials & Stats

Revenue

$1B

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Who is Private Advisory Group

Private Advisory Group is a company based in Redmond, Washington, with 36 employees. They generate approximately $1 million in annual revenue. Private Advisory Group offers a unique approach to financial planning and advisory services. They specialize in assembling a team of advisors, including CPAs, attorneys, and other specialists, to meet with clients in a single, coordinated meeting. This streamlined approach aims to simplify the process of managing complex financial, legal, and healthcare needs. The company emphasizes personalized, confidential advice tailored to each client's specific circumstances and investment portfolio. They pride themselves on providing thoughtful, sensible guidance that is accessible and understandable to clients. For more information about Private Advisory Group's services, please visit their website at privateadvisory.com.

Company Leadership

Kathryn Minasian

CEO

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Stephen Reeves

Investment Analytics and Trading

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Kitsi Ludeman

Director of Client Services

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Private Advisory Group Tech Stack

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FAQ

What is the location of Private Advisory Group's headquarters?
The headquarters of Private Advisory Group are situated at 16880 NE 79th St, Redmond WA
What is Private Advisory Group's phone number?
Private Advisory Group's contact number is (425) 498-2320.
What is Private Advisory Group's official website?
The official website of Private Advisory Group can be found at privateadvisory.com.
What is Private Advisory Group's current revenue?
As of February 2024, Private Advisory Group's annual revenue reached $1B.
How many employees does Private Advisory Group currently have?
Private Advisory Group employs approximately 36+ people as of February 2024
Which industries is Private Advisory Group primarily operating in?
Private Advisory Group operates in the following industries: Finance, Credit
Who is the CEO of Private Advisory Group?
Private Advisory Group's CEO is Kathryn Minasian

Employee Directory

Key Employees

Chris Bean

Chief Executive Officer

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Eric Penz

Financial Advisor

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Jon Bishopp

Managing Director

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Bonnie Bradford

Operations Associate

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