A
CRD: 126685
Accountants Proprietary Financial Servicenet, LLC
Plainview, NY, 11803
5168874433
$464.3M Total AUM
$265.1M Disc. AUM
12.9% 3Y CAGR
3 Employees
283 ADV. Clients
22 yrs Firm Age
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- Custodian
- --
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-23-2003
- Office Locations
- 1
Office Locations
45 Executive Drive Suite 301 Plainview NY
About Accountants Proprietary Financial Servicenet, LLC
Accountants Proprietary Financial Servicenet, LLC is a Plainview-based RIA. The firm has been operating for 22 years. Managing $464.3M in total assets under management, with 3 advisory representatives. Services offered include Asset Management, Insurance, Portfolio Construction.
Team overview
-- AVG AGE
$154.8M AVG AUM / ADVISOR
$1.6M AVG AUM / CLIENT
2.7 yrs AVG TENURE
3 Employees
3 Advisory Reps
0 RIA Reps
22yrs Firm Age
Insights
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Asset Classes
Radial Capital
Investment Vehicles
Peak catalyst
Platform
Vertex
Services
Catalyst Pathway momentum Element Focus harbor
Owner & Executives
DANIEL ROBERT BYSTROM
Senior Vice President
- CRD
- #3241599
- Ownership
- Less than 5%
(466) 850-3913
ridge.frontier@ridgecapital.com
in linkedin.com/in/vital-crest
M
MICHAEL EDMOND GOSS
DIRECTOR, President
- CRD
- #2557044
- Ownership
- Less than 5%
(291) 945-9657
crest.ember@radialcapital.com
in linkedin.com/in/alpha-value
A
Alpha north
Oak unison
- CRD
- #97378
- Ownership
- 29.4%
(506) 774-3058
alpha.insight@oakcapital.com
in linkedin.com/in/atlas-quantum
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $265,100,892 | $1,178,226 |
| Non-Discretionary | $199,178,475 | $3,434,112 |
| Total | $464,279,367 | $1,640,563 |
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Separately Managed Accounts
Total SMA Asset: $464,279,367
Equity - Exchange:
26.8% Corporate - Investment Grade:
47.9% Cash:
15.9% U.S. Government/Agency:
9.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,278,375,846 | 26.8% |
| Corporate - Investment Grade | $2,284,858,322 | 47.9% |
| Cash | $758,439,401 | 15.9% |
| U.S. Government/Agency | $448,385,559 | 9.4% |
| Total | $4,770,059,128 | 100.0% |