Overview
Assets Under Management: $218 million
Headquarters: MANITOWOC, WI
High-Net-Worth Clients: 62
Average Client Assets: $2.7 million
Frequently Asked Questions
ACCESS INVESTMENT ADVISORS 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 #109006), ACCESS INVESTMENT ADVISORS INC is subject to fiduciary duty under federal law.
ACCESS INVESTMENT ADVISORS INC is headquartered in MANITOWOC, WI.
ACCESS INVESTMENT ADVISORS INC serves 62 high-net-worth clients according to their SEC filing dated January 24, 2024. View client details ↓
According to their SEC Form ADV, ACCESS INVESTMENT ADVISORS INC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
ACCESS INVESTMENT ADVISORS INC manages $218 million in client assets according to their SEC filing dated January 24, 2024.
According to their SEC Form ADV, ACCESS INVESTMENT ADVISORS INC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 62
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 76.71%
Average Client Assets: $2.7 million
Total Client Accounts: 632
Discretionary Accounts: 632
Regulatory Filings
CRD Number: 109006
Filing ID: 1817209
Last Filing Date: 2024-01-24 09:32:00