Accountants Proprietary Financial Servicenet, LLC
Accountants Proprietary Financial Servicenet, LLC is an SEC-registered ria in Plainview, NY with $464.3M assets under management (AUM, regulatory AUM), +0% over one year. See who owns Accountants Proprietary Financial Servicenet, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 126685, SEC 801-62457, data through 2025-12-11.
- AUM (assets under management / regulatory AUM)
- $464.3M (2025-12-11)
- Firm type
- Ria
- Location
- Plainview, NY
- Employees
- 3
- Clients
- 283
- CRD
- 126685
- Ownership
- BANKERS LIFE INSURANCE CO. OF NEW YORK; O'MALLEY, EDWARD, JOSEPH; BAUM, STEVEN, CHARLES; MAHONEY COHEN & COMPANY CPA, P.C.; IFT HOLDING LLC
How much AUM does Accountants Proprietary Financial Servicenet, LLC have?
Accountants Proprietary Financial Servicenet, LLC reported $464.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2025-12-11).
Who owns Accountants Proprietary Financial Servicenet, LLC?
Disclosed owners and executives of Accountants Proprietary Financial Servicenet, LLC include BANKERS LIFE INSURANCE CO. OF NEW YORK, O'MALLEY, EDWARD, JOSEPH, BAUM, STEVEN, CHARLES, MAHONEY COHEN & COMPANY CPA, P.C., IFT HOLDING LLC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.