ACCOUNTANTS PROPRIETARY FINANCIAL SERVICENET, INC.
PLAINVIEW, NYCRD 126685Latest ADV December 11, 2025
Accountants Proprietary Financial Servicenet, Inc. is an SEC registered investment adviser organized as a limited liability company with a primary office location in Plainview, NY. Its latest Form ADV filing, dated December 11, 2025, reports $464M in regulatory assets under management, 3 employees, and 283 accounts.
Assets Under Management
$464M
Employees
3
Offices
--
Total Clients
283
Primary office
PLAINVIEW, NY
45 EXECUTIVE DRIVE, SUITE 301, PLAINVIEW, NY, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
1 types reported
Asset based fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentPension Plans represent 76.3% of total clients.
Top client categories% of clientsClients
1
Pension Plans
76.3%
216
2
Individuals
23.7%
67
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$464Mas of December 11, 2025
Discretionary57.1%
$265M
57% of total RAUM57.1%
Non-discretionary42.9%
$199M
43% of total RAUM42.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$464M
Total Accounts283
10Y AUM Change+$80M (+20.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee94:1
10Y Employee Change-2 (-40.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.