ACCOUNTANTS PROPRIETARY FINANCIAL SERVICENET, INC.
CRD #126685 SEC #801-62457 PLAINVIEW, NY 516-887-4433
SEC Registered
Total AUM
$464.3M
Discretionary
$265.1M
Employees
3
Clients
--
Accounts
283
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $464.3M | $265.1M | $199.2M | 3 | 0 |
| Dec 2024 | $463M | $259.9M | $203.1M | 3 | 0 |
| Jul 2024 | $369.2M | $214.4M | $154.8M | 3 | 0 |
| Jun 2024 | $369.2M | $214.4M | $154.8M | 3 | 0 |
| Dec 2023 | $369.2M | $214.4M | $154.8M | 3 | 0 |
| Dec 2022 | $322.3M | $188.8M | $133.5M | 3 | 0 |
| Jan 2022 | $459.7M | $210.5M | $249.2M | 5 | 0 |
| Oct 2021 | $452.7M | $202.2M | $250.5M | 5 | 0 |
| Mar 2021 | $452.7M | $202.2M | $250.5M | 5 | 0 |
| Jan 2021 | $412.7M | $191.2M | $221.5M | 5 | 0 |
| Jan 2020 | $385.9M | $185M | $200.9M | 5 | 0 |
| Jan 2019 | $471.9M | $180M | $291.9M | 5 | 0 |
| Jan 2018 | $440.2M | $172.1M | $268.1M | 5 | 0 |
| Dec 2016 | $384.7M | $0 | $384.7M | 5 | 400 |
| Dec 2015 | $363.1M | $0 | $363.1M | 5 | 400 |
| Dec 2014 | $355.3M | $0 | $355.3M | 5 | 400 |
| Dec 2013 | $335.4M | $0 | $335.4M | 5 | 400 |
| Dec 2012 | $314M | $0 | $314M | 5 | 400 |
| Jan 2012 | $271.9M | $0 | $271.9M | 6 | 400 |
| Dec 2010 | $140.5M | $0 | $140.5M | 10 | -- |
| Mar 2008 | $147M | $147M | $0 | 10 | -- |
| Mar 2007 | $120M | $120M | $0 | 10 | -- |
| Mar 2006 | $97.3M | $97.3M | $0 | 10 | -- |
| Mar 2004 | $49.5M | $49.5M | $0 | 10 | -- |
| Nov 2003 | $45.1M | $45.1M | $0 | 10 | -- |
| Oct 2003 | $45.1M | $45.1M | $0 | 10 | -- |
DateDec 2025
Total AUM$464.3M
Discretionary$265.1M
Non-Disc.$199.2M
Employees3
Clients0
DateDec 2024
Total AUM$463M
Discretionary$259.9M
Non-Disc.$203.1M
Employees3
Clients0
DateJul 2024
Total AUM$369.2M
Discretionary$214.4M
Non-Disc.$154.8M
Employees3
Clients0
DateJun 2024
Total AUM$369.2M
Discretionary$214.4M
Non-Disc.$154.8M
Employees3
Clients0
DateDec 2023
Total AUM$369.2M
Discretionary$214.4M
Non-Disc.$154.8M
Employees3
Clients0
DateDec 2022
Total AUM$322.3M
Discretionary$188.8M
Non-Disc.$133.5M
Employees3
Clients0
DateJan 2022
Total AUM$459.7M
Discretionary$210.5M
Non-Disc.$249.2M
Employees5
Clients0
DateOct 2021
Total AUM$452.7M
Discretionary$202.2M
Non-Disc.$250.5M
Employees5
Clients0
DateMar 2021
Total AUM$452.7M
Discretionary$202.2M
Non-Disc.$250.5M
Employees5
Clients0
DateJan 2021
Total AUM$412.7M
Discretionary$191.2M
Non-Disc.$221.5M
Employees5
Clients0
DateJan 2020
Total AUM$385.9M
Discretionary$185M
Non-Disc.$200.9M
Employees5
Clients0
DateJan 2019
Total AUM$471.9M
Discretionary$180M
Non-Disc.$291.9M
Employees5
Clients0
DateJan 2018
Total AUM$440.2M
Discretionary$172.1M
Non-Disc.$268.1M
Employees5
Clients0
DateDec 2016
Total AUM$384.7M
Discretionary$0
Non-Disc.$384.7M
Employees5
Clients400
DateDec 2015
Total AUM$363.1M
Discretionary$0
Non-Disc.$363.1M
Employees5
Clients400
DateDec 2014
Total AUM$355.3M
Discretionary$0
Non-Disc.$355.3M
Employees5
Clients400
DateDec 2013
Total AUM$335.4M
Discretionary$0
Non-Disc.$335.4M
Employees5
Clients400
DateDec 2012
Total AUM$314M
Discretionary$0
Non-Disc.$314M
Employees5
Clients400
DateJan 2012
Total AUM$271.9M
Discretionary$0
Non-Disc.$271.9M
Employees6
Clients400
DateDec 2010
Total AUM$140.5M
Discretionary$0
Non-Disc.$140.5M
Employees10
Clients--
DateMar 2008
Total AUM$147M
Discretionary$147M
Non-Disc.$0
Employees10
Clients--
DateMar 2007
Total AUM$120M
Discretionary$120M
Non-Disc.$0
Employees10
Clients--
DateMar 2006
Total AUM$97.3M
Discretionary$97.3M
Non-Disc.$0
Employees10
Clients--
DateMar 2004
Total AUM$49.5M
Discretionary$49.5M
Non-Disc.$0
Employees10
Clients--
DateNov 2003
Total AUM$45.1M
Discretionary$45.1M
Non-Disc.$0
Employees10
Clients--
DateOct 2003
Total AUM$45.1M
Discretionary$45.1M
Non-Disc.$0
Employees10
Clients--