Overview
Assets Under Management: $162 million
Headquarters: MASSAPEQUA, NY
High-Net-Worth Clients: 195
Average Client Assets: $581,859
Frequently Asked Questions
PRIVATE CLIENT ASSET MANAGEMENT, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #147052), PRIVATE CLIENT ASSET MANAGEMENT, INC. is subject to fiduciary duty under federal law.
PRIVATE CLIENT ASSET MANAGEMENT, INC. is headquartered in MASSAPEQUA, NY.
PRIVATE CLIENT ASSET MANAGEMENT, INC. serves 195 high-net-worth clients according to their SEC filing dated January 03, 2025. View client details ↓
According to their SEC Form ADV, PRIVATE CLIENT ASSET MANAGEMENT, INC. offers financial planning and portfolio management for individuals. View all service details ↓
PRIVATE CLIENT ASSET MANAGEMENT, INC. manages $162 million in client assets according to their SEC filing dated January 03, 2025.
According to their SEC Form ADV, PRIVATE CLIENT ASSET MANAGEMENT, INC. serves high-net-worth individuals. View client details ↓
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