Overview
Assets Under Management: $422 million
Headquarters: MINNEAPOLIS, MN
High-Net-Worth Clients: 148
Average Client Assets: $2 million
Frequently Asked Questions
ACCESS FINANCIAL SERVICES, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #115361), ACCESS FINANCIAL SERVICES, INC. is subject to fiduciary duty under federal law.
ACCESS FINANCIAL SERVICES, INC. is headquartered in MINNEAPOLIS, MN.
ACCESS FINANCIAL SERVICES, INC. serves 148 high-net-worth clients according to their SEC filing dated February 18, 2025. View client details ↓
According to their SEC Form ADV, ACCESS FINANCIAL SERVICES, INC. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
ACCESS FINANCIAL SERVICES, INC. manages $422 million in client assets according to their SEC filing dated February 18, 2025.
According to their SEC Form ADV, ACCESS FINANCIAL SERVICES, INC. serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 148
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 85.30
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 824
Discretionary Accounts: 824
Regulatory Filings
CRD Number: 115361
Last Filing Date: 2025-02-18 00:00:00
Website: https://accessafs.com