Private Client Asset Management, Inc.
● SEC registered since 2012CRD 147052SEC# 801-74655Massapequa, NY
Reg. AUM
$181.2M
Employees
2
Accounts
642
Location
Massapequa, NY
Private Client Asset Management, Inc. assets under management
Private Client Asset Management, Inc. is an SEC-registered investment adviser based in Massapequa, NY. The firm has been registered since 2012. It reports $181.2 million in regulatory assets under management and employs 2 people.
Private Client Asset Management, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Joseph Leo Downey Control | President/Chief Compliance Officer | Over 75% | 2008 |
Frequently asked questions
How much does Private Client Asset Management, Inc. manage?
Private Client Asset Management, Inc. reports $181.2 million in regulatory assets under management on its Form ADV.
How many employees does Private Client Asset Management, Inc. have?
Private Client Asset Management, Inc. reports 2 employees.
Where is Private Client Asset Management, Inc. located?
Private Client Asset Management, Inc. is based in Massapequa, NY and has been SEC-registered since 2012.
Does Private Client Asset Management, Inc. disclose fund performance?
Private Client Asset Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4190 Sunrise Highway, Massapequa, NY 11758 |
| Phone | 516-280-4622 |
| Fax | 516-280-4625 |
| Office hours | 9a.m.-5p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$181.2M▲ 12%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 78%
Larger than 22% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$181.2Mregulatory AUM
Discretionary $181.2M