Private Client Asset Management, Inc.

Private Client Asset Management, Inc. (CRD# 147052) is a financial advisory firm headquartered in Garden City, NY. They manage $134,441,750 in 524 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    134
    MILLION
  • Total Number of Accounts
    524
    ACCOUNTS
  • Average Account Value
    $256,568
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Private Client Asset Management, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Joseph L. Downey
CRD#: 3053673
401 Franklin Ave, Suite 110, Garden City, NY 11530

Joseph Downey (CRD# 3053673) is an Investment Advisor Representative working at Private Client Asset Management, Inc. in Garden City, NY and has over 25 years of experience in the finance industry.

2
Todd M. Dudonis
CRD#: 2804497
401 Franklin Ave, Suite 110, Garden City, NY 11530

Todd Dudonis (CRD# 2804497) is an Investment Advisor Representative working at Private Client Asset Management, Inc. in Garden City, NY and has over 27 years of experience in the finance industry.

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