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ACCOUNTANTS PROPRIETARY FINANCIAL SERVICENET, INC.

Advisory

N·PLAINVIEW, NY

Data as of Dec 12, 2024 · Source: SEC Form ADV

Total AUM
$464M
1-Year AUM Growth
+25.4%
3-Year CAGR
+0.3%
Employees
3
Assets Under Management
Total AUM$464M
Discretionary AUM$265M
Non-Discretionary AUM$199M
Discretionary %57.1%
Total Clients283
Team
Total Employees3
Investment Advisers3
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record30
First FilingOct 17, 2003
Latest FilingDec 12, 2024
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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