Accountants Proprietary Financial Servicenet, LLC

Overview

Accountants Proprietary Financial Servicenet, LLC is an SEC-registered institutional RIA formed as an LLC and operating since 2003. The firm serves both individual and family clients as well as institutional accounts and charges fees based on a percentage of assets under management. Its advisory scope includes portfolio management for individuals and small businesses, pension consulting services, and the selection of other advisers. The firm acts as a capital allocator, engaging third-party managers rather than relying solely on in-house strategies. It does not identify as an active ESG investor and is not structured as a multi-state adviser.

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Public Holdings

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Location & Offices