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ACCOUNTANTS PROPRIETARY FINANCIAL SERVICENET, LLC
CRD 126685File 801-62457
APPROVED
Retail clients
Filing as of Dec 11, 2025
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Jan 1, 2026 | Clients | 279 | 283 | increased by4 |
| Jan 1, 2026 | AUM | $463,000,508 | $464,279,367 | increased by$1,278,859 |
| Jan 1, 2026 | Accounts | 279 | 283 | increased by4 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 5 | 3 | decreased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 275 | 279 | increased by4 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $459,667,108 | $463,000,508 | increased by$3,333,400 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 275 | 279 | increased by4 |
| Feb 1, 2022 | Clients | 267 | 275 | increased by8 |
| Feb 1, 2022 | AUM | $452,655,721 | $459,667,108 | increased by$7,011,387 |
| Feb 1, 2022 | Accounts | 267 | 275 | increased by8 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ACCOUNTANTS PROPRIETARY” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ACCOUNTANTS PROPRIETARY” may also match similarly-named firms). Confirm identity against each filing.
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.