# PRIVATE CLIENT ASSET MANAGEMENT, INC.

PRIVATE CLIENT ASSET MANAGEMENT, INC. of MASSAPEQUA, NY is an SEC-registered investment adviser. This firm reports disciplinary history on Form ADV.

## Registration

- CRD: 147052
- Type: SEC-registered investment adviser
- SEC file number: 801-74655
- Location: 4190 SUNRISE HIGHWAY, MASSAPEQUA, NY, 11758
- Phone: 516-280-4622
- Latest filing: 2026-04-16
- Regulatory AUM: $181.2M
- Discretionary AUM: $181.2M
- Clients: 2
- Accounts: 642

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| Joseph Leo Downey | PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| DOWNEY WALTER LEO | PRESIDENT/CHIEF COMPLIANCE OFFICER | — |


## Disclosures (4)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| — | regulatory | — | — | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/147052/brochure
- Similar advisers: https://search.stillhousedata.com/firm/147052/similar
- Related entities: https://search.stillhousedata.com/firm/147052/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/147052

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.