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ACCOUNTANTS PROPRIETARY FINANCIAL SERVICENET, LLC
CRD 126685 · SEC 801-62457
45 EXECUTIVE DRIVE, SUITE 301, PLAINVIEW, NY, 11803, United States
Phone
516-887-4433
Fax
516-887-1470
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$464.3M
Discretionary AUM
$265.1M
Team
3 total employees; 3 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2025-12-11
Disciplinary history
No
Services
Portfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 67 | $52.0M |
| Pension/profit sharing plans | 216 | $412.2M |
States served
CA, IL, KY, NJ, NY, NC, OH, OR, PR, VA, WA, TX, NH, CT, FL
Official SEC filing: View on IAPD