LONG ISLAND FINANCIAL LLC
Legal name: N FINANCIAL PLANS
CRD #337288 SEC #801-133967 HUNTINGTON, NY 631-629-1794
SEC Registered
Total AUM
$67.9M
Discretionary
$43M
Employees
1
Clients
0
Accounts
275
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $67.9M | $43M | $25M | 1 | 0 |
| Jul 2025 | $0 | $0 | $0 | 1 | 0 |
| Jul 2025 | $0 | $0 | $0 | 1 | 0 |
| Jun 2025 | $0 | $0 | $0 | 1 | 0 |
| Jun 2025 | $0 | $0 | $0 | 1 | 0 |
DateOct 2025
Total AUM$67.9M
Discretionary$43M
Non-Disc.$25M
Employees1
Clients0
DateJul 2025
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateJul 2025
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateJun 2025
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateJun 2025
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0