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Private Client Asset Management, Inc.

● SEC registered since 2012CRD 147052SEC# 801-74655Massapequa, NY
Export (members)
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.
www.pcaminvest.comView on SEC.gov ↗

Private Client Asset Management, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Joseph Leo Downey ControlPresident/Chief Compliance OfficerOver 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

Address4190 Sunrise Highway, Massapequa, NY 11758
Phone516-280-4622
Fax516-280-4625
Office hours9a.m.-5p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyYes

Assets under management

Discretionary$181.2M
Non-discretionary$0
Total (RAUM)$181.2M