|
⚲
|
| Access Financial Group Inc
✚
|
|
|---|---|
| CRD # | 33065 |
| SEC # | 801-48092 |
| CIK # | 0001482282 |
| AUM | $257.0 MM (2023-03-15) |
| Employees | 6 (83% Investors, 83% Brokers) |
| Phone | 312-655-8200 |
| Address | 118 N Clinton Street Chicago, IL 60661 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 11 | 9.2 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 271 | 247.8 |
| (n) Other | 0 | 0.0 |
| Total | 283 | 257.0 |
| By Discretionary | ||
| Discretionary | 280 | 252.8 |
| Non-Discretionary | 3 | 4.2 |
| Total | 283 | 257.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 257.0 | |
| Total | 283 | 257.0 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| D | [0001482282] |
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|---|---|---|
|
Focused Alpha LLC
✚
|
CO | 0.3 |
|
Philip James Wealth Management LLC
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|
GA | 0.3 |
|
Absolute Capital Management LLC
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PA | 0.3 |
|
FWG Holdings LLC
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FL | 0.3 |
|
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|
KY | 0.3 |
|
Sageguard Financial Group LLC
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TN | 0.3 |
|
Quantum Private Wealth LLC
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|
IL | 0.3 |
|
Spartan Planning & Wealth Management LLC
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|
NC | 0.3 |
|
Zullo Investment Group Inc
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|
PA | 0.3 |
|
Lane and Associates LLC
✚
|
NJ | 0.3 |