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Joseph Leo Downey

PRIVATE CLIENT ASSET MANAGEMENT, INC.·MASSAPEQUA, New York
PRIVATE CLIENT ASSET MANAGEMENT, INC.
4190 SUNRISE HIGHWAY, MASSAPEQUA, NY 11758CRD# 3053673Firm CRD# 147052

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Joseph Leo Downey · MASSAPEQUA, NY
Registration
CRD #3053673 · PRIVATE CLIENT ASSET MANAGEMENT, INC.
Brand Profile
Not yet started
Disclosure history
1 disclosure on file · See FINRA BrokerCheck for full record
01

About

Joseph Leo Downey is a registered financial advisor based in MASSAPEQUA, New York, affiliated with PRIVATE CLIENT ASSET MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
PRIVATE CLIENT ASSET MANAGEMENT, INC.
PRIVATE CLIENT ASSET MANAGEMENT, INC.
AUM
$134M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at PRIVATE CLIENT ASSET MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 3053673
Firm CRD# 147052
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Joseph Leo Downey offer?
Joseph Leo Downey specializes in Financial Planning, Investment Management. Contact their office in MASSAPEQUA, New York for a consultation.
What are Joseph Leo Downey's credentials?
Joseph Leo Downey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joseph Leo Downey located?
Joseph Leo Downey is based in MASSAPEQUA, New York, working with PRIVATE CLIENT ASSET MANAGEMENT, INC.. Their office serves clients in the MASSAPEQUA metropolitan area and surrounding communities.
How does Joseph Leo Downey charge for services?
Joseph Leo Downey's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PRIVATE CLIENT ASSET MANAGEMENT, INC.?
PRIVATE CLIENT ASSET MANAGEMENT, INC. has approximately 2 employees and manages $134M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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