Private Client Asset Management, Inc.
SEC RegisteredWe help make your retirement an adventure worth sharing.
About the firm
Private Client Asset Management is a financial services firm based in Massapequa, NY. Their team of professionals have years of experience in financial services, helping clients address their needs of today and for many years to come.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Personalized financial services tailored to individual needs and goals, including retirement planning and Social Security strategy guidance.
Who they serve
Individuals and families seeking personalized financial services and retirement planning.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 152 | $61M |
| High Net Worth Individuals | 92 | $120M |
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
Data as of April 16, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Private Client Asset Management, Inc. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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