P
CRD: 147052
Private Client Asset Management, Inc.
Massapequa, NY, 11758
5162804622
$181.2M Total AUM
$181.2M Disc. AUM
17.1% 3Y CAGR
2 Employees
244 ADV. Clients
14 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Merrill Lynch
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-13-2011
- Office Locations
- 1
Office Locations
4190 Sunrise Highway Massapequa NY
About Private Client Asset Management, Inc.
Private Client Asset Management, Inc. is a Massapequa-based RIA. The firm has been operating for 14 years. Managing $181.2M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company and Merrill Lynch. Services offered include Asset Management, Financial Planning, Insurance.
Team overview
-- AVG AGE
$90.6M AVG AUM / ADVISOR
$742.7K AVG AUM / CLIENT
12.9 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
14yrs Firm Age
Insights
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Investment Themes
Fusion value
Investment Vehicles
Wave prime
Platform
Vector
Services
Ridge matrix Radial Frontier catalyst Legacy
Owner & Executives
JOSEPH LEO DOWNEY
Chief Compliance Officer, President
- CRD
- #3053673
- Ownership
- 75% or more
(423) 918-4884
peak.quantum@wavecapital.com
in linkedin.com/in/momentum-ridge
Showing 1 of 1 owners & executives
Unlock allContacts
TODD MATTHEW DUDONIS
--
- CRD
- #2804497
(361) 844-4693
crest.legacy@ridgecapital.com
in linkedin.com/in/oak-element
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $181,222,268 | $282,278 |
| Non-Discretionary | $0 | -- |
| Total | $181,222,268 | $282,278 |
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Separately Managed Accounts
Total SMA Asset: $181,222,268
Equity - Exchange:
10.5% Public Funds:
15.7% U.S. Government/Agency:
15.0% Cash:
15.3% Corporate - Investment Grade:
16.3% Municipal Bonds:
27.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $434,471,985 | 10.5% |
| Public Funds | $649,639,064 | 15.7% |
| U.S. Government/Agency | $620,674,265 | 15.0% |
| Cash | $633,087,750 | 15.3% |
| Corporate - Investment Grade | $674,466,035 | 16.3% |
| Municipal Bonds | $1,125,489,334 | 27.2% |
| Total | $4,137,828,433 | 100.0% |