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Building 2ACCOUNTANTS PROPRIETARY FINANCIAL SERVICENET, INC.

Map pinPLAINVIEW, NY
Phone516-887-4433
NotebookSEC #801-62457
Total AUM
$464.3M
Employees
3
Clients
283

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
45 EXECUTIVE DRIVE
SUITE 301
PLAINVIEW
NY 11803
United States
Operating Hours
9:00 A.M.-5:00 P.M.
Monday - Friday
Phone
516-887-4433

ReceiptFinancials

Total AUM
$464.3M
Accounts
283
Discretionary
$265.1M
Accounts
225
Non-Discretionary
$199.2M
Accounts
58

ContactClients

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Individual Clients
67
AUM
$52M
Pension/Profit Sharing Plan Clients
216
AUM
$412.2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTFLILKYNCNHNJNYOHORPRTXVAWA

HandshakeAffiliates

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Affiliates
Reported 9 business affiliates.
Claimed Affiliates
Reported as an affiliate by 10 other businesses.

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