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| Happy Holidays!! thanks for using AUM13F!! |
| Accountants Proprietary Financial Servicenet Inc
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|---|---|
| CRD # | 126685 |
| SEC # | 801-62457 |
| CIK # | |
| AUM | $463.0 M (2024-12-12) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 516-887-4433 |
| Address | 45 Executive Drive Plainview, NY 11803 |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 75 | 53.3 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 204 | 409.7 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 279 | 463.0 |
| By Discretionary | ||
| Discretionary | 220 | 259.9 |
| Non-Discretionary | 59 | 203.1 |
| Total | 279 | 463.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 463.0 | |
| Total | 279 | 463.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Measured Wealth Private Client Group LLC
✚
|
NH | 0.5 |
|
A & I Financial Services LLC
✚
|
CO | 0.5 |
|
Orin Green Financial LLC
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|
CA | 0.5 |
|
Tri-Ad Capital Management I LLC
✚
|
CA | 0.5 |
|
Blake Schutter Theil Wealth Advisors LLC
✚
|
OH | 0.5 |
|
Navigate Private Wealth LLC
✚
|
UT | 0.5 |
|
Prism Advisors Inc
✚
|
CA | 0.5 |
|
Autopilot Advisers LLC
✚
|
NY | 0.5 |
|
Oakwell Private Wealth Management LLC
✚
|
TX | 0.5 |
|
Aquire Wealth Advisors LLC
✚
|
UT | 0.5 |