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Professional Investment Management Services, PLLC (Kennewick)


Professional Investment Management Services, PLLC is an adviser based in Kennewick. It manages $37.64 million of regulatory assets for 760 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of Nevada and Washington.

Professional Investment Management Services, P provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Professional Investment Management Services, P: assets under management

The assets under management (AUM) of Professional Investment Management Services, PLLC is $37.64 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -12% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $37.64 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $49.52 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Professional Investment Management Services, PLLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Kennewick

The principal office where Professional Investment Management Services, PLLC performs its advisory services is located at 7103 W. Clearwater, Kennewick, WA 99336, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 509-735-3000 or by fax 509-735-3013. The normal business hours are 8:00 a.m. 5:00 p.m. on Monday - Friday.


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