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Building 2PRIVATE CLIENT ASSET MANAGEMENT, INC.

Map pinMASSAPEQUA, NY
Phone516-280-4622
NotebookSEC #801-74655
Total AUM
$181.2M
Employees
2
Clients
244

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4190 SUNRISE HIGHWAY
MASSAPEQUA
NY 11758
United States
Operating Hours
9AM-5PM
Monday - Friday
Phone
516-280-4622

ReceiptFinancials

Total AUM
$181.2M
Accounts
642
Discretionary
$181.2M
Accounts
642
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
152
AUM
$61M
HNW Individual Clients
92
AUM
$120.2M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Denial/Suspension/Revocation
State Registrations
CAFLILNJNYTXVA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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