PRIVATE CLIENT ASSET MANAGEMENT, INC.
Tel: 516-280-4622 4190 Sunrise Highway Massapequa, New York 11758
About 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
Firm CRD#:
147052
Firm SEC#:
801-74655
Assets Under Management:
$162,089,312
No. of Clients:
538
No. of Advisors:
2
Advisory Services Provided:
Financial planning services
Portfolio management for individuals and/or small businesses
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
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