SourcingSourcing

LONG ISLAND FINANCIAL LLC

B59
CRD 337288·SEC 801-133967·HUNTINGTON, NY
AUM
$65.2M
$25M-$100M
Est. Revenue
$652K
@ 1% on AUM
Est. EBITDA
$196K
@ 30% margin
Est. Deal Value
$1.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
LONG ISLAND FINANCIAL LLC
CRD
337288
SEC file #
801-133967
EIN
—
DBA names
N Financial Plans

Economics

AUM
$65.2M
AUM band
$25M-$100M
AUM trajectory
'25'26
$67.9M → $65.2M▼ -4%
Client mix
Individuals Other69
Individuals High Net Worth15
Pension Profit Sharing Plans11

Operations

Employees (total)
1
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'25'26
1 advisors → 1 advisors▬ 0%
Primary office
HUNTINGTON NY
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
01/20/2026
ADV-W filed at
—
Website
nfinancialplans.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
NOOR, AMIR, A
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
NOOR, AMIR, A
Solo Advisor Indicator
Yes
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
NFINANCIALPLANS.COM
Rdap Domain Creation Date
2022-12-09T15:47:18Z
Rdap Firm Age Years
4
Rdap Firm Age Band
<5y
Rdap Registrar
Squarespace Domains II LLC

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
0.468
Soi Zip Pct 200k Plus
0.2448
Soi Zip Returns 200k Plus
5,540
Soi Zip Total AGI
4,528,681
Fdic Zip Total Deposits
59,334,646,000
Fdic Zip Branch Count
455
Fdic Zip Top Banks
JPMorgan Chase Bank, National Association
Citibank, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (24)

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
Charles Schwab6
E*trade4
Lpl Financial2
Fdic Zip Branches Raw
Emigrant Savings BankHuntington, NY
River Bank AmericaHuntington, NY
Fdic Zip HHI
820.93
Fdic Zip Top Bank Share Pct
21.09
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-12-09T15:47:18Z
Rdap Domain Last Changed
2025-11-24T16:40:53Z
Rdap Nameservers
Colette.ns.cloudflare.comLynn.ns.cloudflare.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Transfer Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI49,911
Returns4,550
Stub 2
AGI105,984
Returns2,850
Stub 3
AGI158,576
Returns2,540
Soi Zip Total Business Income
170,010
Soi Zip Total Cap Gains
381,014
Soi Zip Total Dividends
165,722
Soi Zip Total Returns
22,630
Top Owner CRD
6415824
Trust Company Affiliate
No

People (1)

1
NOOR, AMIR, A
IAR · Direct Owner · 87.5%
6415824