Private Asset Management Inc
Legal Name: PRIVATE ASSET MANAGEMENT INC
Full Contact Details
Other Info
Private Asset Management Inc is legally known as PRIVATE ASSET MANAGEMENT INC. It is a CA Corporation. This firm has 20 employees, of which 12 are employees in advisory roles. The number of clients served by it is unknown. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of Dec 3, 1992.

Private Asset Management | Wealth Management Firm | Thinking globally, investing locally.
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Direct Owners
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EDWARD ZOLMAN ESTRIN
CHIEF FINANCIAL OFFICER owns less than 5%
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EDWARD ZOLMAN ESTRIN
TRUSTEE owns less than 5%
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ERIC WAYNE BLASE
TRUSTEE owns less than 5%
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JONATHAN MARCUS ELSBERRY
TRUSTEE/PRESIDENT/CEO owns less than 5%
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MICHAEL DAVID BERLIN
VP/GENERAL COUNSEL/CHIEF COMPLIANCE OFFICER owns less than 5%
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MICHAEL DAVID BERLIN
TRUSTEE owns less than 5%
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SUZANNE ELISABETH COHEN
TRUSTEE owns less than 5%
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THE STEPHEN J. COHEN TRUST DATED DECEMBER 24, 1997 - MANAGEMENT TRUST
SHAREHOLDER owns 75% or more
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Top Holdings
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- VANGUARD INDEX FDS SML CP GRW ETF $9,292k
- ISHARES TR CORE S&P500 ETF $8,483k
- ISHARES TR S&P 500 VAL ETF $8,104k
- ISHARES $8,007k
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