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ACCOUNTANTS PROPRIETARY FINANCIAL SERVICENET, LLC

SEC Form ADV profile.

Total regulatory AUM
$464,279,367
Discretionary
$265,100,892
Non-discretionary
$199,178,475

Firm details

CRD number
126685
SEC file number
801-62457
Main office
PLAINVIEW, NY, United States
Employees
3
SEC status
Approved
Fee structure
Percentage of AUM

As of October 2026.