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ACCRUED EQUITIES INC.

150 Broadhollow Rd.,
Suite Ph-02
Melville, New York 11747
Tel: 631-423-7373

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About ACCRUED EQUITIES INC.

ACCRUED EQUITIES INC, formally registered with the SEC as ACCRUED EQUITIES INC. The firm was established in 10/06/1980. They have over 1 offices throughout the country.

ACCRUED EQUITIES INC. is a Melville, New York based Financial Planning firm with nearly $326,003,847 assets under management, offering retirement planning & investment advisory services to 1 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#13452
SEC#801-15504
Assets Managed by Firm$326,003,847
No. of Clients1
No. of Advisors5

Fee Structure

  • A percentage of AUM

Advisory Services Provided

  • Portfolio management for investment companies

Firm Client Information

No. of ClientsAUM
Firm Total1$326,003,847

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