SourcingSourcing

ACCOUNTANTS PROPRIETARY FINANCIAL SERVICENET, LLC

C49
CRD 126685·SEC 801-62457·PLAINVIEW, NY
AUM
$464.3M
$100M-$500M
Est. Revenue
$4.6M
@ 1% on AUM
Est. EBITDA
$1.4M
@ 30% margin
Est. Deal Value
$11.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ACCOUNTANTS PROPRIETARY FINANCIAL SERVICENET, LLC
CRD
126685
SEC file #
801-62457
EIN
—
DBA names
—

Economics

AUM
$464.3M
AUM band
$100M-$500M
AUM trajectory
'20'26
$471.9M → $464.3M▼ -2%
Client mix
Pension Profit Sharing Plans216
Individuals Other67

Operations

Employees (total)
3
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'20'26
4 advisors → 3 advisors▼ -25%
Primary office
PLAINVIEW NY
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — individualsPension consultingSelection of other advisers
Fee basis
% of AUM

Filings

Latest ADV filing
12/11/2025
ADV-W filed at
—
Website
—

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
IMPROVED FUNDING TECHNIQUES,
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
9
Control Persons
IMPROVED FUNDING TECHNIQUES,
BYSTROM, DANIEL, ROBERT
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.5023
Soi Zip Pct 200k Plus
0.2596
Soi Zip Returns 200k Plus
3,970
Soi Zip Total AGI
2,552,219
Fdic Zip Total Deposits
64,822,402,000
Fdic Zip Branch Count
477
Fdic Zip Top Banks
JPMorgan Chase Bank, National Association
Citibank, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (18)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
1
Bc Firm IAR Count
1
Custodian Candidates
Full
E*trade4
Fdic Zip Branches Raw
Home Savings of America, FSBPlainview, NY
The Lincoln Savings Bank, FSBPlainview, NY
Fdic Zip HHI
873.52
Fdic Zip Top Bank Share Pct
18.86
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI30,308
Returns2,920
Stub 2
AGI63,663
Returns1,710
Stub 3
AGI98,162
Returns1,580
Soi Zip Total Business Income
84,312
Soi Zip Total Cap Gains
130,279
Soi Zip Total Dividends
94,490
Soi Zip Total Returns
15,290
Trust Company Affiliate
No

People (8)

8
BYSTROM, DANIEL, ROBERT
IAR · Executive Officer · 2.5%
3241599
GOSS, MICHAEL, EDMOND
Executive Officer · 2.5%
2557044
HILZENRATH, ROBERT, JAY
Executive Officer · 2.5%
1869935
LAMENA, MICHAEL, ANTHONY
Executive Officer · 2.5%
2797064
MOO, VERONICA, EI CHUN
Executive Officer · 2.5%
5867442
NELSON, CARL, EDWARD
Executive Officer · 2.5%
2243802
SCHNEIDER, BRETT, RONALD
Executive Officer · 2.5%
5636953
SHAPIRO, BRUCE, HOWARD
Executive Officer · 2.5%
1144650