RIA Intelligence

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
This firm has regulatory disclosures on file. View disclosures

Firm Details

Organization Type
Corporation
State of Formation
New York
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Jan 3, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
DOWNEY, JOSEPH, LEOIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
DOWNEY, JOSEPH, LEOIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
DOWNEY, JOSEPH, LEOIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
DOWNEY, JOSEPH, LEOIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
DOWNEY, JOSEPH, LEOIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
DOWNEY, JOSEPH, LEOIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
DOWNEY, JOSEPH, LEOIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
DOWNEY, JOSEPH, LEOIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
DOWNEY, JOSEPH, LEOIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
DOWNEY, JOSEPH, LEOIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
DOWNEY, JOSEPH, LEOIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
DOWNEY, JOSEPH, LEOIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
DOWNEY, JOSEPH, LEOIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
DOWNEY, JOSEPH, LEOIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
DOWNEY, JOSEPH, LEOIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
DOWNEY, JOSEPH, LEOIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
DOWNEY, JOSEPH, LEOIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
DOWNEY, JOSEPH, LEOIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
DOWNEY, JOSEPH, LEOIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
DOWNEY, JOSEPH, LEOIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
DOWNEY, JOSEPH, LEOIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
DOWNEY, JOSEPH, LEOIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control

Registrations

Federal

IA
Jan 3, 2025 REGISTERED

Notice Filings (7)

CA FL IL NJ NY TX VA

Address

4190 SUNRISE HIGHWAY
MASSAPEQUA, NY 11758
United States
Phone: 516-280-4622