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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J.P. MORGAN INVESTMENT MANAGEMENT INC. 383 Madison Avenue New York, NY, 10179-0001	$2,549,092,782,514	92898	3167
GOLDMAN SACHS ASSET MANAGEMENT, L.P. 200 West Street New York, NY, 10282	$1,661,286,615,154	189311	1305
BLACKROCK FINANCIAL MANAGEMENT, INC 50 Hudson Yards New York, NY, 10001	$1,288,497,806,439	2184	6407
BLACKROCK ADVISORS, LLC 50 Hudson Yards New York, NY, 10001	$869,677,370,186	306	221
MORGAN STANLEY INVESTMENT MANAGEMENT INC. 1585 Broadway New York, NY, 10036	$535,031,832,553	25406	492

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