On March 18, 2025, Pure Financial Advisors announced that it acquired Personal Investment Management.
Pure Financial Advisors, LLC (“Pure Financial”) has announced, on March 18, 2025, that it acquired Personal Investment Management, Inc. (“PIM”). The deal closed on March 14, 2025, and PIM’s existing team will remain in place and join Pure Financial. Seward & Kissel client Emigrant Partners is an investor in Pure Financial and funded the transaction. Further terms of the deal were not disclosed.
Pure Financial, based in San Diego, is a fee-only registered investment advisor, providing retirement planning services and tax-optimized investment management services. As of December 2024, Pure Financial had $7.39 billion in client assets.
PIM, based in Redmond, Washington, is a registered investment advisor offering financial planning, investment management, tax planning, social security planning and estate planning services. As of December 2024, PIM had approximately $567 million in regulatory assets under management.
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