Private Client Asset Management, Inc.
Private Client Asset Management, Inc. (CRD# 147052) is a financial advisory firm headquartered in Garden City, NY. They manage $82,497,586 in 551 accounts and serve the financial needs of clients across 5 states (or territories).
-
Total Assets Under Management82MILLION
-
Total Number of Accounts551ACCOUNTS
-
Average Account Value$149,723
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
FL, NJ, NY, TX, VA
Joseph Downey (CRD# 3053673) is an Investment Advisor Representative working at Private Client Asset Management, Inc. in Garden City, NY and has over 22 years of experience in the finance industry. Joseph Downey has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Todd Dudonis (CRD# 2804497) is an Investment Advisor Representative working at Private Client Asset Management, Inc. in Garden City, NY and has over 24 years of experience in the finance industry. Todd Dudonis has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.