PRIVATE CLIENT ASSET MANAGEMENT, INC.
CRD #147052 SEC #801-74655 MASSAPEQUA, NY 516-280-4622
SEC Registered Disclosures
Total AUM
$162.1M
Discretionary
$162.1M
Employees
2
Clients
10
Accounts
538
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2025 | $162.1M | $162.1M | $0 | 2 | 0 |
| Jun 2024 | $134.4M | $134.4M | $0 | 2 | 0 |
| Jan 2024 | $134.4M | $134.4M | $0 | 2 | 0 |
| Jan 2023 | $108.4M | $108.4M | $0 | 2 | 0 |
| Jan 2022 | $125.6M | $125.6M | $0 | 2 | 0 |
| Jan 2021 | $101.1M | $101.1M | $0 | 2 | 0 |
| May 2020 | $82.5M | $82.5M | $0 | 2 | 0 |
| Jan 2020 | $82.5M | $82.5M | $0 | 2 | 0 |
| Jan 2019 | $66.8M | $66.8M | $0 | 2 | 0 |
| Jan 2018 | $69M | $69M | $0 | 2 | 0 |
| Jan 2017 | $82.7M | $82.7M | $0 | 2 | 26 |
| Dec 2016 | $76.1M | $76.1M | $0 | 2 | 26 |
| Jan 2016 | $76.1M | $76.1M | $0 | 2 | 26 |
| Jan 2016 | $76.1M | $76.1M | $0 | 2 | 26 |
| Dec 2015 | $73.9M | $73.9M | $0 | 2 | 26 |
| Oct 2015 | $73.9M | $73.9M | $0 | 1 | 26 |
| Mar 2015 | $73.9M | $73.9M | $0 | 1 | 26 |
| Mar 2014 | $74M | $74M | $0 | 1 | 26 |
| Mar 2013 | $54M | $54M | $0 | 1 | 26 |
| Mar 2012 | $49M | $49M | $0 | 1 | 26 |
DateJan 2025
Total AUM$162.1M
Discretionary$162.1M
Non-Disc.$0
Employees2
Clients0
DateJun 2024
Total AUM$134.4M
Discretionary$134.4M
Non-Disc.$0
Employees2
Clients0
DateJan 2024
Total AUM$134.4M
Discretionary$134.4M
Non-Disc.$0
Employees2
Clients0
DateJan 2023
Total AUM$108.4M
Discretionary$108.4M
Non-Disc.$0
Employees2
Clients0
DateJan 2022
Total AUM$125.6M
Discretionary$125.6M
Non-Disc.$0
Employees2
Clients0
DateJan 2021
Total AUM$101.1M
Discretionary$101.1M
Non-Disc.$0
Employees2
Clients0
DateMay 2020
Total AUM$82.5M
Discretionary$82.5M
Non-Disc.$0
Employees2
Clients0
DateJan 2020
Total AUM$82.5M
Discretionary$82.5M
Non-Disc.$0
Employees2
Clients0
DateJan 2019
Total AUM$66.8M
Discretionary$66.8M
Non-Disc.$0
Employees2
Clients0
DateJan 2018
Total AUM$69M
Discretionary$69M
Non-Disc.$0
Employees2
Clients0
DateJan 2017
Total AUM$82.7M
Discretionary$82.7M
Non-Disc.$0
Employees2
Clients26
DateDec 2016
Total AUM$76.1M
Discretionary$76.1M
Non-Disc.$0
Employees2
Clients26
DateJan 2016
Total AUM$76.1M
Discretionary$76.1M
Non-Disc.$0
Employees2
Clients26
DateJan 2016
Total AUM$76.1M
Discretionary$76.1M
Non-Disc.$0
Employees2
Clients26
DateDec 2015
Total AUM$73.9M
Discretionary$73.9M
Non-Disc.$0
Employees2
Clients26
DateOct 2015
Total AUM$73.9M
Discretionary$73.9M
Non-Disc.$0
Employees1
Clients26
DateMar 2015
Total AUM$73.9M
Discretionary$73.9M
Non-Disc.$0
Employees1
Clients26
DateMar 2014
Total AUM$74M
Discretionary$74M
Non-Disc.$0
Employees1
Clients26
DateMar 2013
Total AUM$54M
Discretionary$54M
Non-Disc.$0
Employees1
Clients26
DateMar 2012
Total AUM$49M
Discretionary$49M
Non-Disc.$0
Employees1
Clients26