Wealthspire Retirement Advisory
OwnerAccountants Proprietary Financial Servicenet, Inc.CRD 121254
About Wealthspire Retirement Advisory
Wealthspire Retirement Advisory is listed as Owner at Accountants Proprietary Financial Servicenet, Inc. in Plainview, NY. Form ADV reports a beneficial ownership band of Over 75%.
Reported ownership
Owns Over 75% of Accountants Proprietary Financial Servicenet, Inc.
Ownership band reported on Form ADV Schedule B
Frequently asked questions
Where does Wealthspire Retirement Advisory work?
Wealthspire Retirement Advisory is listed as Owner at Accountants Proprietary Financial Servicenet, Inc. on SEC Form ADV.
How much of Accountants Proprietary Financial Servicenet, Inc. does Wealthspire Retirement Advisory own?
Form ADV reports a beneficial ownership band of Over 75%.
Accountants Proprietary Financial Servicenet, Inc.
| Title | Owner |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2021 |