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PRIVATE CLIENT ASSET MANAGEMENT, INC.

CRD 147052 · SEC 801-74655

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4190 SUNRISE HIGHWAY, MASSAPEQUA, NY, 11758, United States

Phone

516-280-4622

Fax

516-280-4625

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$181.2M

Discretionary AUM

$181.2M

Team

2 total employees; 2 advisory reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Corporation

Filing date

2026-04-16

Disciplinary history

Yes

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals152$61.0M
High net worth individuals92$120.2M

States served

CA, IL, NJ, NY, VA, TX, FL

All web addresses on file

Official SEC filing: View on IAPD