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ACCOUNTANTS PROPRIETARY FINANCIAL SERVICENET, INC.

45 Executive Drive
Suite 301
Plainview, New York 11803
Tel: 516-887-4433

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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 StatusApproved
Firm CRD#126685
SEC#801-62457
Assets Managed by Firm$463,000,508
No. of Clients279
No. of Advisors3

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 ClientsAUM
Firm Total279$463,000,508
Individuals (other than high net worth individuals)75$53,326,960
Pension and profit sharing plans204$409,673,548

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