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PRIVATE ASSET MANAGEMENT INC

SAN DIEGO, CA · CRD 106598 · IAPD ↗ · pamgmt.com · 858-750-4200

$751.3MRegulatory AUM
10Advisory reps
19Employees
0Clients
11-25Planning clients
0Private funds
19States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
April 2024 — PRIVATE ASSET MANAGEMENT INC (SAN DIEGO, CA) left the SEC roster (was $751.3M RAUM, 10 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.