Overview
Assets Under Management: $422 million
Headquarters: MINNEAPOLIS, MN
High-Net-Worth Clients: 148
Average Client Assets: $2 million
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