Accountants Proprietary Financial Servicenet, Inc.

Accountants Proprietary Financial Servicenet, Inc. (CRD# 126685) is a financial advisory firm headquartered in Plainview, NY. They manage $369,247,706 in 249 accounts and serve the financial needs of clients across 15 states (or territories).

Current Firm Details
45 Executive Drive, Suite 301, Plainview, NY 11803
By the Numbers
  • Total Assets Under Management
    369
    MILLION
  • Total Number of Accounts
    249
    ACCOUNTS
  • Average Account Value
    $1,482,923
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CT, FL, IL, KY, NC, NH, NJ, NY, OR, PR, TX, VA, WA

Financial Advisors at Accountants Proprietary Financial Servicenet, Inc.
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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