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RIA / WealthRegistered adviserformer SEC adviserleft the SEC rosterRAUM 100m 1b

PERSONAL INVESTMENT MANAGEMENT INC

CRD 107829

REDMOND, WA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:eacf72b7-c9b6-3fe5-acc5-fed500da70e5

Data as of Feb 4, 2025 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:22 AM UTC and rebuilt at most every 15 minutes.

Relationships: 11
Dated events: 13
On other graphs: 0
Observed: Nov 11, 2011 to Feb 4, 2025
29 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $568MItem 5.F on the latest filing (2025-02-04); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $568M
Private client RAUM: $566MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 6
Advisory employees: 4
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 1,382
Individual clients: 291
High net worth clients: 191
SEC number: 801-16254
CIK: 353917
CRD: 107829
Filings on the tape: 29
First filed: Nov 11, 2011
Latest filed: Feb 4, 2025
Organised: Corporation, WA
Website: pim4you.com

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
COYAN, RODNEY, GEORGE	VICE PRESIDENT	C	yes	02/2020	Mar 9, 2020	Jan 24, 2024
FAHEY, BRIAN, CHARLES	CHIEF INVESTMENT OFFICER	C	yes	02/2020	Mar 9, 2020	Jan 24, 2024
LADUCA, JENNIFER, ANN	CHIEF OPERATING OFFICER	Na	yes	01/2021	Feb 1, 2021	Jan 24, 2024
REEDY, CHRISTOPHER, JAMES	CHAIRMAN OF THE BOARD OF DIRECTORS & CHIEF EXECUTIVE OFFICER	D	yes	12/2012	Mar 28, 2013	Jan 24, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2024	Feb 4, 2025	$568M	$568M	6	4	0	n/a	n/a
2023	Jan 24, 2024	$534M	$534M	5	4	0	n/a	n/a
2022	Jan 16, 2023	$484M	$484M	5	4	0	n/a	n/a
2021	Jan 17, 2022	$534M	$534M	5	5	0	n/a	n/a
2020	Feb 1, 2021	$488M	$488M	8	5	0	n/a	n/a
2019	Feb 3, 2020	$382M	$382M	8	5	0	n/a	n/a
2018	Feb 6, 2019	$348M	$348M	7	4	0	n/a	n/a
2017	Mar 2, 2018	$397M	$397M	8	5	0	n/a	n/a
2016	Mar 15, 2017	$364M	$364M	10	7	n/a	n/a	n/a
2015	Mar 28, 2016	$360M	$360M	9	6	n/a	n/a	n/a
2014	Mar 24, 2015	$379M	$379M	9	6	n/a	n/a	n/a
2013	Mar 20, 2014	$388M	$388M	9	6	n/a	n/a	n/a
2012	Mar 28, 2013	$333M	$333M	9	6	n/a	n/a	n/a
2011	Mar 29, 2012	$334M	$334M	n/a	n/a	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2024	$568M	$534M	6.2%	$534M	2.1%	6	5	0	0

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
PURE FINANCIAL ADVISORS, LLC	4	Apr 11, 2025	Apr 10, 2025	REDMOND, WA	Firm absorbed	RIA to RIA	100.0%

Relationships

Registered with (6)

← RODNEY GEORGE COYANAdvisorregistration: previous registration
Oct 10, 2011 to Apr 11, 2025factForm ADV
← CHRISTOPHER JAMES REEDYAdvisorregistration: previous registration
Nov 24, 2010 to Apr 11, 2025factForm ADV
← BRIAN CHARLES FAHEYAdvisorregistration: previous registration
Jan 5, 2017 to Apr 11, 2025factForm ADV
← JENNIFER ANN LADUCAAdvisorregistration: previous registration
Jun 30, 2020 to Apr 11, 2025factForm ADV
← SHALINA Renee MARTOSAdvisorregistration: previous registration
Apr 22, 2019 to Mar 19, 2025factForm ADV
← LINDA DIANNE WALKERAdvisorregistration: previous registration
May 11, 2006 to Jul 21, 2009factForm ADV

Moved with (1)

→ PURE FINANCIAL ADVISORS, LLCRegistered adviser4 advisors, firm absorbed, same day
Apr 11, 2025 to Apr 10, 2025factForm ADV

Controls (4)

← COYAN, RODNEY, GEORGEOwnerVICE PRESIDENT, ownership code C, individual
Mar 9, 2020 to Jan 24, 2024factForm ADV
← REEDY, CHRISTOPHER, JAMESOwnerCHAIRMAN OF THE BOARD OF DIRECTORS & CHIEF EXECUTIVE OFFICER, ownership code D, individual
Mar 28, 2013 to Jan 24, 2024factForm ADV
← FAHEY, BRIAN, CHARLESOwnerCHIEF INVESTMENT OFFICER, ownership code C, individual
Mar 9, 2020 to Jan 24, 2024factForm ADV
← LADUCA, JENNIFER, ANNOwnerCHIEF OPERATING OFFICER, ownership code NA, individual
Feb 1, 2021 to Jan 24, 2024factForm ADV

Dated events

Occurred
May 2, 2025
Left the SEC roster
Personal Investment Management Inc no longer on the SEC adviser roster (last listed 2025-03-06, RAUM $567.6M)
Form ADVobserved 4 days ago
$568M
Occurred
Apr 11, 2025
Firm absorbed
Personal Investment Management Inc's advisors moved to Pure Financial Advisors, LLC (Redmond, WA): 4 of 4 registered, on the same day
Form ADVobserved 3 days ago
4 advisors
Occurred
Apr 11, 2025
Advisor changed firm
Rodney George Coyan left Personal Investment Management Inc for Pure Financial Advisors, Llc (registered 2025-04-10)
Form ADVobserved 4 days ago
Occurred
Apr 11, 2025
Advisor changed firm
Christopher James Reedy left Personal Investment Management Inc for Pure Financial Advisors, Llc (registered 2025-03-17)
Form ADVobserved 4 days ago
Occurred
Apr 11, 2025
Advisor changed firm
Jennifer Ann Laduca left Personal Investment Management Inc for Pure Financial Advisors, Llc (registered 2025-03-17)
Form ADVobserved 4 days ago
Occurred
Apr 11, 2025
Advisor changed firm
Brian Charles Fahey left Personal Investment Management Inc for Pure Financial Advisors, Llc (registered 2025-03-17)
Form ADVobserved 4 days ago
Occurred
Mar 19, 2025
Advisor changed firm
Shalina Renee Martos left Personal Investment Management Inc for Martos Wealth Management (registered 2025-01-22)
Form ADVobserved 4 days ago
Occurred
Feb 1, 2021
Regulatory AUM changed
Personal Investment Management Inc reported RAUM $487.6M, up 28% from $382.4M (2020-06-15 to 2021-02-01)
Form ADVobserved 4 days ago
$105M
Occurred
Feb 1, 2021
Control person left
Joel Ronald Moskat (Chairman Of The Board Of Directors) no longer on Schedule A of Personal Investment Management Inc (listed 2020-06-15, absent 2021-02-01)
Form ADVobserved 4 days ago
Occurred
Feb 1, 2021
Control person joined
Ann Jennifer Laduca (Chief Operating Officer And Compliance Supervisor) appeared on Schedule A of Personal Investment Management Inc
Form ADVobserved 4 days ago
Occurred
Mar 10, 2020
Control person joined
Joel Ronald Moskat (Chairman Of The Board Of Directors) appeared on Schedule A of Personal Investment Management Inc
Form ADVobserved 4 days ago
Occurred
Mar 9, 2020
Control person joined
Charles Brian Fahey (Chief Investment Officer) appeared on Schedule A of Personal Investment Management Inc
Form ADVobserved 4 days ago
Occurred
Mar 9, 2020
Control person joined
George Rodney Coyan (Vice President) appeared on Schedule A of Personal Investment Management Inc
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:eacf72b7-c9b6-3fe5-acc5-fed500da70e5
First observed: Nov 11, 2011
Last observed: Feb 4, 2025 19 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

PERSONAL INVESTMENT MANAGEMENT INC

CRD 107829

REDMOND, WA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:eacf72b7-c9b6-3fe5-acc5-fed500da70e5

Data as of Feb 4, 2025 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:22 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

COYAN, RODNEY, GEORGE

VICE PRESIDENT

yes

02/2020

Mar 9, 2020

Jan 24, 2024

FAHEY, BRIAN, CHARLES

CHIEF INVESTMENT OFFICER

yes

02/2020

Mar 9, 2020

Jan 24, 2024

LADUCA, JENNIFER, ANN

CHIEF OPERATING OFFICER

yes

01/2021

Feb 1, 2021

Jan 24, 2024

REEDY, CHRISTOPHER, JAMES

CHAIRMAN OF THE BOARD OF DIRECTORS & CHIEF EXECUTIVE OFFICER

yes

12/2012

Mar 28, 2013

Jan 24, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2024

Feb 4, 2025

$568M

n/a

2023

Jan 24, 2024

$534M

n/a

2022

Jan 16, 2023

$484M

n/a

2021

Jan 17, 2022

$534M

n/a

2020

Feb 1, 2021

$488M

n/a

2019

Feb 3, 2020

$382M

n/a

2018

Feb 6, 2019

$348M

n/a

2017

Mar 2, 2018

$397M

n/a

2016

Mar 15, 2017

$364M

n/a

2015

Mar 28, 2016

$360M

n/a

2014

Mar 24, 2015

$379M

n/a

2013

Mar 20, 2014

$388M

n/a

2012

Mar 28, 2013

$333M

n/a

2011

Mar 29, 2012

$334M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2024

$568M

$534M

6.2%

$534M

2.1%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

PURE FINANCIAL ADVISORS, LLC

Apr 11, 2025

Apr 10, 2025

REDMOND, WA

Firm absorbed

RIA to RIA

100.0%