Personal Investment Management is a Corporation registered in the state of Washington and an Investment Adviser registered with the US Securities and Exchange Commission (SEC).

PIM’s Investment Adviser Registration Despository (IARD) Number is: 107829

PIM’s SEC File Number is: 801-16254

PIM’s Disclosure Form ADV Part 2A may be found at: www.adviserinfo.sec.gov

Financial Advice

Comprehensive financial counsel covering a range of topics such as
investment planning, retirement planning, tax planning,
social security planning and generational wealth transfer.

Let's Get Acquainted

We offer a complimentary no pressure, no obligation "Get Acquainted" meeting. Click to the right to start a conversation.


  • Phone:
    (800) 869-7072
  • E-Mail:
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Securities offered through Schwab, Fidelity, TIAA. Members FINRA/SIPC | ADV.
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