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Building 2LONG ISLAND FINANCIAL ADVISORS, INC.

Map pinMEDFORD, NY
Phone631-289-4224
NotebookSEC #801-61594
Total AUM
$37.8M
Employees
8
Clients
100

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1733 NORTH OCEAN AVENUE
SUITE B
MEDFORD
NY 11763
United States
Operating Hours
9:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
631-289-4224
Other Offices
6

ReceiptFinancials

Total AUM
$37.8M
Accounts
100
Discretionary
$29.8M
Accounts
98
Non-Discretionary
$8.1M
Accounts
2

ContactClients

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Individual Clients
94
AUM
$23.2M
HNW Individual Clients
6
AUM
$14.7M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNY

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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