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Michael Lawrence Thayer

Private Asset Management Inc

Kirkland, WA

CRD 1203266

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Employer firm

Private Asset Management Inc CRD 108815

$109M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

Current Employers
Private Asset Management Inc

4040 Lake Washington Blvd Ne #305, Kirkland, WA 98033 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 1996-09-18
  • WA RA
    APPROVED
    Since 1996-09-18

Branch Locations

3740 Carillon Point, Kirkland, WA 98033 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Private Asset Management, Inc. Bellevue WA 07/1996 Present
Other Businesses

MISC. INSURANCE AGENT CONTRACTS ARE IN FORCE

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1996-08-21
S63 Uniform Securities Agent State Law Examination 1983-11-01
  • S65 Uniform Investment Adviser Law Examination
    1996-08-21
  • S63 Uniform Securities Agent State Law Examination
    1983-11-01
Other Names
  • Mike Thayer

View on SEC IAPD

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