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WANK & LIPTZIN ADVISORY SERVICES LLC
CRD 126215
585 STEWART AVENUE SUITE 600, GARDEN CITY, NY, 11530, United States
Phone
516-739-0555
Fax
516-739-2305
Registration
— (—)
Source
State registered
Total AUM
$19.0M
Discretionary AUM
$19.0M
Team
2 total employees; 2 advisory reps
Clients
1-10
Fees
Hourly charges
Org form
Limited Liability Company
Filing date
2026-01-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 13 | $16.0M |
| Pension/profit sharing plans | 1 | $3.0M |
Official SEC filing: View on IAPD