Overview
Assets Under Management: $162 million
Headquarters: MASSAPEQUA, NY
High-Net-Worth Clients: 195
Average Client Assets: $581,859
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 195
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 70.00
Average High-Net-Worth Client Assets: $581,859
Total Client Accounts: 538
Discretionary Accounts: 538
Regulatory Filings
CRD Number: 147052
Last Filing Date: 2025-01-03 00:00:00
Website: https://pcaminvest.com