WANK & LIPTZIN ADVISORY SERVICES LLC

WANK & LIPTZIN ADVISORY SERVICES LLC of GARDEN CITY, NY is an SEC-registered investment adviser (CRD 126215). Regulatory assets under management: $19.0M.

Registration

• CRD: 126215
• Type: Registered investment adviser
• Location: 585 STEWART AVENUE SUITE 600, GARDEN CITY, NY, 11530
• Phone: 516-739-0555
• Latest filing: 2026-01-26
• Regulatory AUM: $19.0M
• Discretionary AUM: $19.0M
• Clients: 2
• Accounts: 14

Business model

Compensation: Hourly.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 126215 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search