Personal Investment Management, Inc.
Have updates for this profile? Please contribute data
= Subscriber Access Only
You are viewing a preview of this profile. Request a Preqin Pro demo for full access to all profiles and underlying data.
With Preqin Pro, you gain an unobstructed view of all alternative asset class activity across institutional investors, fund managers, funds, portfolio companies, deals, exits, and service providers.
Personal Investment Management, Inc. - overview
Established
1984
Location
Redmond, WA, US
Primary Industry
Financial Services
About
Based in Washington, US, and founded in 1984 by Frank Paustain, Frank Bosone, and Dennis Vogt, Personal Investment Management, Inc. (PIM) operates as a fiduciary investment advisory firm. In March 2025, Pure Financial Advisors, Inc. , a portfolio company of Emigrant Partners, Nesvold Capital Partners, and Lee Equity Partners, acquired Personal Investment Management, Inc.
The company offers personalized financial planning, investment management, tax advice, estate and retirement planning, and social security optimization. As a SEC-registered independent advisory firm, it emphasizes transparency, objectivity, and client advocacy. PIM operates using custodial support from Schwab, Fidelity, and TIAA, serving both pre-retirement and retired individuals. PIM generates income primarily through advisory fees based on assets under management.
Current Investors
Pure Financial Advisors, Inc.
Primary Industry
Financial Services
Sub Industries
Consulting Services, Accounting Services, Investment Banking
Website
www.pim4you.com
Verticals
FinTech
Company Stage
Add-on
Total Amount Raised
Subscriber access only
Personal Investment Management, Inc. - deals
| Deals Type | Deal Status | Target (s) | Deal Date | Investor(s) | Seller(s) | Deal size (Mn) | Enterprise value (Mn) | Post-money valuation (Mn) | EBITDA multiple (x) | Revenue multiple (x) | Lead partner (s) |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Add-on | Completed | Personal Investment Management, Inc. | - |
Displaying 1 - 1 of 1
Time to go Pro
Get Preqin Pro for unrestricted access to 600,000+ detailed profiles on fund managers, investors, funds, companies, and other alternative asset players. Unlock exclusive data on future plans, company financials, fundraising history, track records, and more.