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PRIVATE CLIENT ASSET MANAGEMENT, INC.

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

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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 StatusApproved
Firm CRD#147052
SEC#801-74655
Assets Managed by Firm$162,089,312
No. of Clients538
No. of Advisors2

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 ClientsAUM
Firm Total538$162,089,312
Individuals (other than high net worth individuals)138$48,626,794
High net worth individuals195$113,462,518

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