LONG ISLAND FINANCIAL ADVISORS, INC.
CRD #123439 SEC #801-61594 MEDFORD, NY 631-289-4224
SEC Registered
Total AUM
$37.8M
Discretionary
$29.8M
Employees
8
Clients
1
Accounts
100
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2021 | $37.8M | $29.8M | $8.1M | 8 | 0 |
| May 2020 | $22.4M | $20.4M | $1.9M | 12 | 0 |
| Mar 2020 | $22.4M | $20.4M | $1.9M | 12 | 0 |
| Mar 2019 | $19.8M | $17.4M | $2.4M | 7 | 0 |
| Mar 2018 | $20.5M | $16.7M | $3.8M | 9 | 0 |
| Sep 2017 | $21.1M | $14M | $7.1M | 13 | 100 |
| Sep 2017 | $21.1M | $14M | $7.1M | 13 | 100 |
| Aug 2017 | $21.6M | $15.9M | $5.7M | 13 | 100 |
| Mar 2017 | $21.6M | $15.9M | $5.7M | 13 | 100 |
| Mar 2016 | $27.9M | $14.9M | $13M | 11 | 100 |
| Mar 2015 | $59.2M | $23.2M | $36M | 11 | 100 |
| Oct 2014 | $36.4M | $17.4M | $19M | 14 | 300 |
| Mar 2014 | $36.4M | $17.4M | $19M | 14 | 300 |
| Mar 2013 | $70.8M | $70.8M | $0 | 17 | 300 |
| Mar 2012 | $71M | $71M | $0 | 6 | 300 |
| May 2010 | $51.4M | $51.4M | $0 | 10 | -- |
| Feb 2009 | $54.5M | $54.5M | $0 | 10 | -- |
| Jan 2008 | $31.4M | $31.4M | $0 | 10 | -- |
| May 2007 | $31.4M | $31.4M | $0 | 10 | -- |
| Mar 2007 | $31.4M | $31.4M | $0 | 10 | -- |
| Feb 2006 | $38.9M | $38.9M | $0 | -- | -- |
| Jun 2005 | $31.4M | $31.4M | $0 | 5 | -- |
DateMar 2021
Total AUM$37.8M
Discretionary$29.8M
Non-Disc.$8.1M
Employees8
Clients0
DateMay 2020
Total AUM$22.4M
Discretionary$20.4M
Non-Disc.$1.9M
Employees12
Clients0
DateMar 2020
Total AUM$22.4M
Discretionary$20.4M
Non-Disc.$1.9M
Employees12
Clients0
DateMar 2019
Total AUM$19.8M
Discretionary$17.4M
Non-Disc.$2.4M
Employees7
Clients0
DateMar 2018
Total AUM$20.5M
Discretionary$16.7M
Non-Disc.$3.8M
Employees9
Clients0
DateSep 2017
Total AUM$21.1M
Discretionary$14M
Non-Disc.$7.1M
Employees13
Clients100
DateSep 2017
Total AUM$21.1M
Discretionary$14M
Non-Disc.$7.1M
Employees13
Clients100
DateAug 2017
Total AUM$21.6M
Discretionary$15.9M
Non-Disc.$5.7M
Employees13
Clients100
DateMar 2017
Total AUM$21.6M
Discretionary$15.9M
Non-Disc.$5.7M
Employees13
Clients100
DateMar 2016
Total AUM$27.9M
Discretionary$14.9M
Non-Disc.$13M
Employees11
Clients100
DateMar 2015
Total AUM$59.2M
Discretionary$23.2M
Non-Disc.$36M
Employees11
Clients100
DateOct 2014
Total AUM$36.4M
Discretionary$17.4M
Non-Disc.$19M
Employees14
Clients300
DateMar 2014
Total AUM$36.4M
Discretionary$17.4M
Non-Disc.$19M
Employees14
Clients300
DateMar 2013
Total AUM$70.8M
Discretionary$70.8M
Non-Disc.$0
Employees17
Clients300
DateMar 2012
Total AUM$71M
Discretionary$71M
Non-Disc.$0
Employees6
Clients300
DateMay 2010
Total AUM$51.4M
Discretionary$51.4M
Non-Disc.$0
Employees10
Clients--
DateFeb 2009
Total AUM$54.5M
Discretionary$54.5M
Non-Disc.$0
Employees10
Clients--
DateJan 2008
Total AUM$31.4M
Discretionary$31.4M
Non-Disc.$0
Employees10
Clients--
DateMay 2007
Total AUM$31.4M
Discretionary$31.4M
Non-Disc.$0
Employees10
Clients--
DateMar 2007
Total AUM$31.4M
Discretionary$31.4M
Non-Disc.$0
Employees10
Clients--
DateFeb 2006
Total AUM$38.9M
Discretionary$38.9M
Non-Disc.$0
Employees--
Clients--
DateJun 2005
Total AUM$31.4M
Discretionary$31.4M
Non-Disc.$0
Employees5
Clients--