⚲
|
Access Financial Group Inc
✚
|
|
---|---|
CRD # | 33065 |
SEC # | 801-48092 |
CIK # | 0002010477, 0001482282, 0000908001 |
AUM | $269.0 MM (2024-03-07) |
Employees | 6 (83% Investors, 83% Brokers) |
Phone | 312-655-8200 |
Address | 118 N Clinton Street Chicago, IL 60661 |
Source | [IAPD] [EDGAR] [Website] |
Total AUM ($MM) |
---|
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 ($MM) |
---|
AUM Breakdown | Accounts | AUM ($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] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Blossom Wealth Management LLC
✚
|
CA | 0.3 |
Kevin M Gibney and Company LLC
✚
|
NJ | 0.3 |
Interchange Capital Partners LLC
✚
|
PA | 0.3 |
ITS Asset Management LP
✚
|
PA | 0.3 |
Gebhardt Group Inc
✚
|
CA | 0.3 |
Vawter Financial Ltd
✚
|
OH | 0.3 |
Fields Gottscho Capital Management LLC
✚
|
NY | 0.3 |
USA Financial Securities Corporation
✚
|
MI | 0.3 |
Good Harbor Advisors Inc
✚
|
MA | 0.3 |
Callahan Wealth Advisory LLC
✚
|
FL | 0.3 |