Access Financial Group Inc

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Assets, Funds, Holdings

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Access Financial Group Inc
CRD #33065
SEC #801-48092
CIK #0002010477, 0001482282, 0000908001
AUM $269.0 MM (2024-03-07)
Employees 6 (83% Investors, 83% Brokers)
Phone312-655-8200
Address118 N Clinton Street
Chicago, IL 60661
Source [IAPD] [EDGAR] [Website]
Total AUM ($MM)
3502802101407002001200920172025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
URI 17,758.9 20.6
APO 29,452.5 16.8
JBL 7,490.1 15.4
CUBI 1,152.7 13.5
DFIN 928.3 13.0
JPM 340,169.2 12.1
SF 6,206.0 12.0
WHR 9,050.3 11.2
DAR 10,325.6 9.9
ON 22,946.2 9.5
View All
Holdings by Sector ($MM)
3502802101407002023202320242025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 8 10.7
(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 275 258.3
(n) Other 0 0.0
Total 286 269.0
By Discretionary
Discretionary 283 264.3
Non-Discretionary 3 4.7
Total 286 269.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 269.0
Total 286 269.0
EDGAR Form CIK 2011 - 2024
D [0001482282]
13F-HR [0002010477]
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Gebhardt Group Inc
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Vawter Financial Ltd
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Fields Gottscho Capital Management LLC
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USA Financial Securities Corporation
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Good Harbor Advisors Inc
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Callahan Wealth Advisory LLC
FL 0.3
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