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Private Client Asset Management, Inc.

CRD 147052  ·  Massapequa, NY  ·  $181.2M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD
147052
SEC number
801-74655
Firm type
RIA
Assets under management
$181.2M as of Apr 16, 2026
Website
www.pcaminvest.com ↗
Phone
516-280-4622
Address
4190 Sunrise Highway, Massapequa, NY, 11758

Advisors at this firm

2 in our index · page 1 of 1

  • Joseph Leo DowneyCRD 3053673 · Massapequa, NY
    IA RegisteredBroker
    Disclosure event(s) on record
  • Todd Matthew DudonisCRD 2804497 · Massapequa, NY
    IA RegisteredBroker
    Disclosure event(s) on record
1–2 of 2

Source & corrections

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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