Private Advisory Group

Disclosures

Private Advisory Group LLC (“Private Advisory”) is an SEC registered investment adviser. Private Advisory may only transact business in those states in which it is registered or where it qualifies for an exemption or exclusion from registration requirements.

The information provided on this web site is for informational purposes only and is not intended to be – and should not be construed by any consumer and/or prospective client as – investment advice or as a solicitation to effect, or attempt to effect, transactions in securities or the rendering of personalized investment advice for compensation.

The provision of any investment advisory services by Private Advisory shall only be made pursuant to an executed advisory agreement between Private Advisory and its client(s).

Certain portions of this web site (i.e., articles, commentaries, etc.) may contain discussions of, and/or provide access to, Private Advisory (and those of other investment and non-investment professionals) positions and/or recommendations as of specific prior dates. Due to various factors including changing market conditions, such discussions may no longer reflect current position(s) and/or recommendation(s).

Moreover, no client or prospective client should assume that any discussion serves as the receipt of, or as a substitute for, personal advice from Private Advisory or any other investment professional. Private Advisory is neither an attorney nor an accountant, and no portion of this web site should be interpreted as legal, accounting or tax advice.

Any ideas or strategies discussed on this website should not be pursued by any individual without prior consultation with a financial professional to assess whether the ideas or strategies are suitable, based on the individual’s personal financial objectives, needs and risk tolerance. Private Advisory expressly disclaims any liability or loss incurred by any person who acts on the information, ideas or strategies discussed herein.

Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by Private Advisory) will be profitable or will equal any historical performance level(s). Any reference to a particular stock’s past or potential performance is not, and should not be construed as, a recommendation or guarantee of a particular outcome.

Data may be provided from third parties that Private Advisory deems to be reliable; however, Private Advisory makes no representations or warranties as to the accuracy, timeliness, suitability, completeness, or validity of any information sourced from an unaffiliated third party, whether linked to this web site or incorporated herein, and Private Advisory specifically disclaims any responsibility for such. All information is provided solely for convenience.

Any personal or mobile information you may provide on our website will NOT be shared with third parties/affiliates for marketing/promotional purposes. All other categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

A copy of Private Advisory’s current written disclosure statement discussing business operations, services, and fees is available upon written request to Private Advisory Group, 16880 NE 79th St., Redmond, WA 98052.

Website measurement

Private Advisory uses Google Analytics and PostHog to measure public-page traffic, referral sources (including identifiable AI-service referrals), page engagement, heatmaps, and inquiry totals. This measurement is not used for advertising audiences or connected to the names, email addresses, phone numbers, or contents submitted through our forms. Missing referral information is reported as direct or unknown, not inferred to be an AI referral.

Both providers follow the Website measurement choices available in the footer. Measurement is disabled for European Union and California visitors and for browsers sending Global Privacy Control or Do Not Track. United Kingdom visitors, visitors whose location cannot be determined, and other locations outside our default-on regions are asked first. Basic measurement is on by default in the United States outside California (when the state is known), Canada, Australia, and New Zealand, unless declined. A coarse country/state lookup determines this policy; precise location is not collected by our measurement code.

Measurement uses short-lived pseudonymous identifiers, not a claim of fully anonymous collection. Google Analytics may use session cookies; PostHog identifiers are held in memory. Our code strips URL query strings and fragments and does not deliberately send identifying form data. Network requests necessarily expose connection information to service providers. A saved measurement preference lasts up to 180 days and can be changed using the footer controls.

Masked session recordings require a separate affirmative choice. Form areas and embedded frames are blocked, text and inputs are masked, and contact, scheduling, and private pages are excluded from recordings. Turning measurement off stops future collection; it does not automatically delete data already collected. Aggregate reports reflect only measurable visits, not all website visitors.