Private Client Asset Management Inc

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Assets, Funds, Holdings

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Private Client Asset Management Inc
CRD #147052
SEC #801-74655
CIK #
AUM $134.4 MM (2024-06-03)
Employees 2 (100% Investors, 100% Brokers)
Phone516-280-4622
Address4190 Sunrise Highway
Massapequa, NY 11758
Source [IAPD] [Website]
Total AUM ($MM)
14011284562802009201420192025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 134 37.4
(b) Individuals (high net worth individuals) 190 97.1
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 524 134.4
By Discretionary
Discretionary 524 134.4
Non-Discretionary 0 0.0
Total 524 134.4
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 134.4
Total 524 134.4
Comparable Firms State AUM ($BB)
ARTA Finance Wealth Management LLC
CA 0.1
Yoffe Investment Management LLC
PA 0.1
Reyes Financial Architecture Inc
CA 0.1
Gouws Capital LLC
NC 0.1
Old Oak Financial Planning Inc
MI 0.1
EHB Financial Resources Management Inc
PA 0.1
Greenbelt Investment Advisors LLC
TX 0.1
Weingarten Associates LLC
NJ 0.1
Wager Wealth Management and Financial Planning LLC
CO 0.1
GUTT Financial Management LLC
GA 0.1
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