PRIVATE CLIENT ASSET MANAGEMENT, INC. of MASSAPEQUA, NY is an SEC-registered investment adviser (CRD 147052). Regulatory assets under management: $181.2M. This firm reports disciplinary history on Form ADV.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth.
| Name | Role | Location |
|---|---|---|
| Joseph Leo Downey | PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| DOWNEY WALTER LEO | PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| Initiated | Type | Allegations | Status | Amount |
|---|---|---|---|---|
| — | regulatory | — | — | — |