N FINANCIAL PLANS

N FINANCIAL PLANS of HUNTINGTON, NY is an SEC-registered investment adviser (CRD 337288). Regulatory assets under management: $65.2M.

Registration

• CRD: 337288
• SEC file number: 801-133967
• Type: Registered investment adviser
• Location: 179 NEW YORK AVENUE, HUNTINGTON, NY, 11743
• Phone: 631-629-1794
• Latest filing: 2026-01-20
• Regulatory AUM: $65.2M
• Discretionary AUM: $45.8M
• Non-discretionary AUM: $19.4M
• Clients: 1
• Accounts: 280

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Other.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 337288 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search