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Home > Retirement Planners > new york > plainview > ACCOUNTANTS PROPRIETARY FINANCIAL SERVICENET, INC.
ACCOUNTANTS PROPRIETARY FINANCIAL SERVICENET, INC.
45 Executive Drive
Suite 301
Plainview, New York 11803
Tel: 516-887-4433
About ACCOUNTANTS PROPRIETARY FINANCIAL SERVICENET, INC.
ACCOUNTANTS PROPRIETARY FINANCIAL SERVICENET, INC, formally registered with the SEC as ACCOUNTANTS PROPRIETARY FINANCIAL SERVICENET, INC. The firm was established in 10/23/2003. They have over 1 offices throughout the country.
ACCOUNTANTS PROPRIETARY FINANCIAL SERVICENET, INC. is a Plainview, New York based Financial Planning firm with nearly $463,000,508 assets under management, offering retirement planning & investment advisory services to 279 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 126685 |
| SEC# | 801-62457 |
| Assets Managed by Firm | $463,000,508 |
| No. of Clients | 279 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 279 | $463,000,508 |
| Individuals (other than high net worth individuals) | 75 | $53,326,960 |
| Pension and profit sharing plans | 204 | $409,673,548 |
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