| Name | Title | Ownership | Since |
|---|---|---|---|
| Brett Ronald Schneider Control | Director | Under 5% | 2021 |
| Bruce Howard Shapiro Control | Sr. Investment Specialist / Chief Compliance Officer | Under 5% | 2021 |
| Carl Edward Nelson Control | President | Under 5% | 2025 |
Accountants Proprietary Financial Servicenet, Inc. reports $464.3 million in regulatory assets under management on its Form ADV.
Accountants Proprietary Financial Servicenet, Inc. reports 3 employees.
Accountants Proprietary Financial Servicenet, Inc. is based in Plainview, NY and has been SEC-registered since 2003.
Accountants Proprietary Financial Servicenet, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 45 Executive Drive, Suite 301, Plainview, NY 11803 |
| Phone | 516-887-4433 |
| Fax | 516-887-1470 |
| Office hours | 9:00 a.m.-5:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
| Discretionary | $265.1M |
| Non-discretionary | $199.2M |
| Total (RAUM) | $464.3M |