|
⚲
|
| Keyboard |
| Access Financial Group Inc
✚
|
|
|---|---|
| CRD # | 33065 |
| SEC # | 801-48092 |
| CIK # | 0002010477, 0001482282, 0000908001 |
| AUM | 302.3 M (2026-03-18) |
| Employees | 6 (83% Investors, 83% Brokers) |
| Phone | 312-655-8200 |
| Address | 118 N Clinton Street Chicago, IL 60661 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Jabil Circuit Inc | 31.1 | ||
| United Rentals Inc /DE | 23.3 | ||
| Stifel Financial Corp | 15.8 | ||
| Apollo Global Management Inc | 15.8 | ||
| Sonoco Products Co | 15.7 | ||
| Wiley John & Sons Inc | 14.0 | ||
| Citigroup Inc | 13.5 | ||
| East West Bancorp Inc | 13.5 | ||
| Donnelley Financial Solutions Inc | 11.0 | ||
| J P Morgan Chase & Co | 10.4 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 8 | 14.0 |
| (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 | 306 | 288.3 |
| (n) Other | 0 | 0.0 |
| Total | 315 | 302.3 |
| By Discretionary | ||
| Discretionary | 306 | 300.1 |
| Non-Discretionary | 9 | 2.2 |
| Total | 315 | 302.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 302.3 | |
| Total | 315 | 302.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| D | [0001482282] | |
| 13F-HR | [0002010477] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| LEI | AFGI |
| Comparable Firms | State | AUM |
|---|---|---|
|
Ceera Investments LLC
✚
|
303.7 M | |
|
Integrated Financial Solutions Inc
✚
|
VA | 303.3 M |
|
Beckerman Institutional LLC
✚
|
NJ | 303.3 M |
|
Abbot Financial Management Inc
✚
|
MA | 303.0 M |
|
Albanyadvisor Group LLC
✚
|
NY | 302.8 M |
|
Wealth Management Consultants Colorado LLC
✚
|
TX | 302.5 M |
|
Fai Advisors Inc
✚
|
MI | 302.0 M |
|
Lake Tahoe Wealth Management Inc
✚
|
CA | 301.9 M |
|
Core Financial Partners Inc
✚
|
CA | 301.7 M |
|
Seneschal Advisors LLC
✚
|
WA | 301.3 M |