Investment adviser · CRD 126685
ACCOUNTANTS PROPRIETARY FINANCIAL SERVICENET, INC.
Investment adviser filing (IA)
PLAINVIEW, NY, United States · Form ADV filed Dec 11, 2025
- Regulatory AUM
- $464M Form ADV · Item 5.F
- Client accounts
- 283 Accounts, not individual clients
- Employees
- 3 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Retirement plans | 216 | $412,248,783 | 88.8% |
| Individuals | 67 | $52,030,584 | 11.2% |
Filing source
Form ADV 2030157 · Dec 11, 2025 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Dec 11, 2025. View historical filings
Reported services
Individual portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets
Principal office
45 EXECUTIVE DRIVE, SUITE 301PLAINVIEW, NY, 11803, United States
CRD 126685
Filing source
Form ADV 2030157 · Dec 11, 2025 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.