Private Client Asset Management, Inc.
Private Client Asset Management, Inc. is an SEC-registered mass-market adviser in Massapequa, NY with $181.2M assets under management (AUM, regulatory AUM), +12% over one year. See who owns Private Client Asset Management, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 147052, SEC 801-74655, data through 2026-04-16.
- AUM (assets under management / regulatory AUM)
- $181.2M (2026-04-16)
- Firm type
- Mass-Market Adviser
- Location
- Massapequa, NY
- Employees
- 2
- Clients
- 244
- CRD
- 147052
- Ownership
- DOWNEY, JOSEPH, LEO
How much AUM does Private Client Asset Management, Inc. have?
Private Client Asset Management, Inc. reported $181.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-16).
Who owns Private Client Asset Management, Inc.?
Disclosed owners and executives of Private Client Asset Management, Inc. include DOWNEY, JOSEPH, LEO. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.