Private Client Asset Management, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Massapequa, NY. Its latest Form ADV filing, dated April 16, 2026, reports $181M in regulatory assets under management, 2 employees, and 642 accounts.
Assets Under Management
$181M
Employees
2
Offices
--
Total Clients
244
Primary office
MASSAPEQUA, NY
4190 SUNRISE HIGHWAY, MASSAPEQUA, NY, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 62.3% of total clients.
Top client categories% of clientsClients
1
Individuals
62.3%
152
2
HNWI
37.7%
92
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$181Mas of April 16, 2026
Discretionary100.0%
$181M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$181M
Total Accounts642
10Y AUM Change+$99M (+119.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee122:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.