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PRIVATE CLIENT ASSET MANAGEMENT, INC.

Tel: 516-280-4622
4190 Sunrise Highway
Massapequa, New York  11758

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PRIVATE CLIENT ASSET MANAGEMENT, INC.

PRIVATE CLIENT ASSET MANAGEMENT, INC. is a Massapequa, New York based financial advisory firm with nearly $162,089,312 in assets under management and provides investment advisory services for 538 clients. There are currently 2 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

147052

SEC#:

801-74655

No. of Clients:

538

Assets under Management

$162,089,312

No. of Advisors:

2

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