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ACCOUNTANTS PROPRIETARY FINANCIAL SERVICENET, LLC
CRD 126685File 801-62457
APPROVED
Retail clients
Filing as of Dec 11, 2025
Feed vintage Aug 17, 2026
Regulatory AUM
$464.3M
Above cohort median (national)
Discretionary AUM
$265.1M
Non-discretionary $199.2M
Clients
283
283 accounts
Employees
3
Below cohort median in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Oct 23, 2003
- Principal office
- 45 EXECUTIVE DRIVE, SUITE 301, PLAINVIEW, NY, 11803
- Phone
- 516-887-4433
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $464.3M
- Discretionary AUM
- $265.1M
- Non-discretionary AUM
- $199.2M
- Discretionary accounts
- 225
- Non-discretionary accounts
- 58
- Total accounts
- 283
- AUM per client
- $1.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pension and profit sharing plans | 216 | $412.2M |
| Individuals (other than high net worth individuals) | 67 | $52.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.