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N FINANCIAL PLANS
LONG ISLAND FINANCIAL LLC
CRD 337288 · SEC 801-133967
179 NEW YORK AVENUE, 2ND FLOOR, HUNTINGTON, NY, 11743, United States
Phone
631-629-1794
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$65.2M
Discretionary AUM
$45.8M
Team
1 total employees; 1 advisory reps; 20 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersTAX PREPARATION
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 69 | $20.0M |
| High net worth individuals | 15 | $25.8M |
| Pension/profit sharing plans | 11 | $11.1M |
States served
NJ, NY, TX
All web addresses on file
Official SEC filing: View on IAPD