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).
Current Firm Details
Private Client Asset Management, Inc.
By the Numbers
-
Total Assets Under Management134MILLION
-
Total Number of Accounts524ACCOUNTS
-
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
Registered Investment Advisor
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.
1
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 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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