{ "crd_number": 126685, "slug": "accountants-proprietary-financial-servicenet-llc-plainview-ny-126685", "primary_business_name": "ACCOUNTANTS PROPRIETARY FINANCIAL SERVICENET, LLC", "legal_name": "ACCOUNTANTS PROPRIETARY FINANCIAL SERVICENET, LLC", "dbas": [], "city": "Plainview", "state": "NY", "country": "United States", "cbsa_code": "35620", "metro": { "cbsa_code": "35620", "common_name": "New York", "msa_name": "New York-Newark-Jersey City, NY-NJ", "path": "/advisors/ny/new-york" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2003-10-23", "years_registered": 22, "period": "2026-10-01", "filing_date": "2025-12-11", "carried_forward": false, "raum_total": 464279367.0, "raum_discretionary": 265100892.0, "raum_non_discretionary": 199178475.0, "raum_band": "100m_500m", "raum_band_label": "$100 million to $500 million", "total_employees": 3, "advisory_employees": 3, "client_count_bucket": null, "clients_by_type": { "individuals": { "raum": 52030584.0, "count": 67 }, "pension_profit_sharing": { "raum": 412248783.0, "count": 216 } }, "compensation_types": [ "percentage_of_aum" ], "advisory_activities": [ "pension_consulting", "portfolio_management_individuals", "selection_of_other_advisers" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [ "CA", "CT", "FL", "IL", "KY", "NC", "NH", "NJ", "NY", "OH", "OR", "PR", "TX", "VA", "WA" ], "websites": [], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/126685", "city_as_filed": "PLAINVIEW", "url": "https://advisorcensus.com/firm/accountants-proprietary-financial-servicenet-llc-plainview-ny-126685", "display_name": "Accountants Proprietary Financial Servicenet, LLC", "summary": "Accountants Proprietary Financial Servicenet, LLC is an SEC-registered investment advisory firm in Plainview, NY, registered since 2003, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated December 11, 2025.", "citation": "AdvisorCensus. Accountants Proprietary Financial Servicenet, LLC (CRD 126685): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management" ], "advisory_activity_labels": [ "Portfolio management for individuals and/or small businesses", "Pension consulting services", "Selection of other advisers (including private fund managers)" ], "quick_answers": [ { "q": "How is Accountants Proprietary Financial Servicenet, LLC compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Accountants Proprietary Financial Servicenet, LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure." }, { "q": "Where is Accountants Proprietary Financial Servicenet, LLC located?", "a": "Accountants Proprietary Financial Servicenet, LLC's principal office is in Plainview, NY, according to its Form ADV." }, { "q": "Is Accountants Proprietary Financial Servicenet, LLC registered with the SEC or a state?", "a": "Accountants Proprietary Financial Servicenet, LLC is an SEC-registered investment advisory firm, registered since 2003. Status as filed: Approved. CRD 126685." }, { "q": "How much does Accountants Proprietary Financial Servicenet, LLC manage?", "a": "Accountants Proprietary Financial Servicenet, LLC reports $464,279,367 in regulatory assets under management in its Form ADV filing dated December 11, 2025 (57% discretionary)." }, { "q": "How have Accountants Proprietary Financial Servicenet, LLC's assets and staff changed since 2021?", "a": "In the Form ADV data for Accountants Proprietary Financial Servicenet, LLC: Regulatory assets under management: $452,655,721 in the October 2021 data and $464,279,367 in the October 2026 data, up 3%. Total employees: 5 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does Accountants Proprietary Financial Servicenet, LLC serve?", "a": "By number of clients on Form ADV Item 5.D: pension and profit sharing plans (but not the plan participants or government pension plans) (216); individuals (other than high net worth individuals) (67)." }, { "q": "Does Accountants Proprietary Financial Servicenet, LLC report any disciplinary disclosures?", "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/126685" }, { "q": "What changed in Accountants Proprietary Financial Servicenet, LLC's recent Form ADV filings?", "a": "In the January 2026 filing data: Reported a succession: took over the business of Accountants Proprietary Financial Servicenet, Inc. (CRD 126685) on October 30, 2025. Changed its legal name from Accountants Proprietary Financial Servicenet, Inc. to Accountants Proprietary Financial Servicenet, LLC. Registered or notice-filed in OH. Updated its list of owners and control persons (Schedule A)." } ], "filing_history": [ { "period": "2021-10-01", "regulatory_assets_under_management": 452655721.0, "total_employees": 5, "filing_date": "2021-03-01" }, { "period": "2022-10-01", "regulatory_assets_under_management": 459667108.0, "total_employees": 5, "filing_date": "2022-01-03" }, { "period": "2023-10-01", "regulatory_assets_under_management": 322282428.0, "total_employees": 3, "filing_date": "2022-12-09" }, { "period": "2024-10-01", "regulatory_assets_under_management": 369247706.0, "total_employees": 3, "filing_date": "2024-07-30" }, { "period": "2025-10-01", "regulatory_assets_under_management": 463000508.0, "total_employees": 3, "filing_date": "2024-12-12" }, { "period": "2026-10-01", "regulatory_assets_under_management": 464279367.0, "total_employees": 3, "filing_date": "2025-12-11" } ], "recent_changes": [ { "period": "2026-01-01", "period_label": "January 2026", "notes": [ "Reported a succession: took over the business of Accountants Proprietary Financial Servicenet, Inc. (CRD 126685) on October 30, 2025.", "Changed its legal name from Accountants Proprietary Financial Servicenet, Inc. to Accountants Proprietary Financial Servicenet, LLC.", "Registered or notice-filed in OH.", "Updated its list of owners and control persons (Schedule A)." ] } ], "fees_from_brochure": null, "custodians": [], "custodians_note": null, "markdown_url": "https://advisorcensus.com/firm/accountants-proprietary-financial-servicenet-llc-plainview-ny-126685.md", "clients": [ { "type": "individuals", "label": "Individuals (other than high net worth individuals)", "count": 67, "fewer_than_5": false, "raum": 52030584.0 }, { "type": "pension_profit_sharing", "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)", "count": 216, "fewer_than_5": false, "raum": 412248783.0 } ], "disclosure_line": "Reports no disclosure items on Form ADV Item 11.", "disclosure_items": [], "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/126685", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }