PRIVATE CLIENT ASSET MANAGEMENT, INC.

4190 Sunrise Highway
Massapequa, New York 11758
Tel: 516-280-4622

About PRIVATE CLIENT ASSET MANAGEMENT, INC.

PRIVATE CLIENT ASSET MANAGEMENT, INC, formally registered with the SEC as PRIVATE CLIENT ASSET MANAGEMENT, INC. The firm was established in 04/05/2012. They have over 1 offices throughout the country.

PRIVATE CLIENT ASSET MANAGEMENT, INC. is a Massapequa, New York based Financial Planning firm with nearly $162,089,312 assets under management, offering retirement planning & investment advisory services to 538 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	147052
SEC#	801-74655
Assets Managed by Firm	$162,089,312
No. of Clients	538
No. of Advisors	2

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	538	$162,089,312
Individuals (other than high net worth individuals)	138	$48,626,794
High net worth individuals	195	$113,462,518

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GOLDMAN SACHS ASSET MANAGEMENT, L.P. 200 West Street New York, NY, 10282	$1,661,286,615,154	189311	1305
BLACKROCK FINANCIAL MANAGEMENT, INC 50 Hudson Yards New York, NY, 10001	$1,288,497,806,439	2184	6407
BLACKROCK ADVISORS, LLC 50 Hudson Yards New York, NY, 10001	$869,677,370,186	306	221
MORGAN STANLEY INVESTMENT MANAGEMENT INC. 1585 Broadway New York, NY, 10036	$535,031,832,553	25406	492

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