PRIVATE CLIENT ASSET MANAGEMENT, INC.

MASSAPEQUA, New York·1 registered advisor·CRD# 147052
SEC# 801-746550516-280-4622
01

Firm Overview

AUM
$134M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at PRIVATE CLIENT ASSET MANAGEMENT, INC.

1 registered advisor
Joseph Leo Downey
MASSAPEQUA, New York
05

Office Locations

MASSAPEQUA, New York
1 advisor

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Data sourced from SEC Form ADV filings. PRIVATE CLIENT ASSET MANAGEMENT, INC. (CRD# 147052) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.