ACCOUNTANTS PROPRIETARY FINANCIAL SERVICENET, LLC

Plainview, United States · CRD 126685

SEC-registered investment adviser since 2003 · limited liability company. It files no 13F, so there are no holdings to show.

Assets managed$464.3m
Main clients (by assets)Pension plans 89%, Individuals 11%
Form ADV · 2025-12-11SEC adviser record

Kindinstitutions
Others nearbyAliso Viejo, CA, Maitland, FL, Plainview, NY, Bethesda, MD, Minneapolis, MN, Charlotte, NC
FamilyWealthspire Retirement, LLC · 4 related pages · largest: Wealthspire Retirement, LLC

As an employer

Staff (Form ADV)3 · 3 in investment roles
Offices in1 country