RIA Intel›Advisers›New York›PRIVATE CLIENT ASSET MANAGEMENT, INC.

PRIVATE CLIENT ASSET MANAGEMENT, INC.

Advisory

N·MASSAPEQUA, NY

Data as of Feb 19, 2026 · Source: SEC Form ADV

Total AUM
$181M
1-Year AUM Growth
+24.0%
3-Year CAGR
+8.8%
Employees
2
Assets Under Management
Total AUM$181M
Discretionary AUM$181M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients333
Team
Total Employees2
Investment Advisers2
Employee Growth (1Y)—
Filing History
Total Filings on Record19
First FilingMar 16, 2012
Latest FilingFeb 19, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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