|
⚲
|
| Private Client Asset Management Inc
✚
|
|
|---|---|
| CRD # | 147052 |
| SEC # | 801-74655 |
| CIK # | |
| AUM | $181.2 M (2026-04-16) |
| Employees | 2 (100% Investors, 100% Brokers) |
| Phone | 516-280-4622 |
| Address | 4190 Sunrise Highway Massapequa, NY 11758 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 152 | 61.0 |
| (b) Individuals (high net worth individuals) | 92 | 120.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 642 | 181.2 |
| By Discretionary | ||
| Discretionary | 642 | 181.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 642 | 181.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 181.2 | |
| Total | 642 | 181.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
RBP Investment Advisors Inc
✚
|
0.2 | |
|
New Dimensions Wealth Management LLC
✚
|
TX | 0.2 |
|
Spahn Wealth & Retirement LLC
✚
|
AZ | 0.2 |
|
Enduring Wealth Management LLC
✚
|
ID | 0.2 |
|
Balanced Financial Planning Inc
✚
|
KS | 0.2 |
|
Rutherford Asset Planning Inc
✚
|
FL | 0.2 |
|
WAX Asset Management LLC
✚
|
0.2 | |
|
Chronos Capital Advisors LLC
✚
|
FL | 0.2 |
|
Carry Advisors LLC
✚
|
NY | 0.2 |
|
Saperston Legacy Advisors Inc
✚
|
NY | 0.2 |