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⚲
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| Access Financial Group Inc
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|
|
|---|---|
| CRD # | 33065 |
| SEC # | 801-48092 |
| CIK # | 0002010477, 0001482282, 0000908001 |
| AUM | $272.3 M (2025-02-11) |
| Employees | 6 (83% Investors, 83% Brokers) |
| Phone | 312-655-8200 |
| Address | 118 N Clinton Street Chicago, IL 60661 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Jabil Circuit Inc | 27.9 | ||
| United Rentals Inc /DE | 24.0 | ||
| Apollo Global Management Inc | 20.2 | ||
| Stifel Financial Corp | 14.8 | ||
| J P Morgan Chase & Co | 14.6 | ||
| Smurfit Westrock Ltd | 14.0 | ||
| Donnelley Financial Solutions Inc | 13.5 | ||
| East West Bancorp Inc | 13.0 | ||
| Sonoco Products Co | 10.5 | ||
| Citigroup Inc | 10.1 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 5 | 13.5 |
| (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 | 274 | 258.8 |
| (n) Other | 0 | 0.0 |
| Total | 288 | 272.3 |
| By Discretionary | ||
| Discretionary | 286 | 269.1 |
| Non-Discretionary | 2 | 3.2 |
| Total | 288 | 272.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 272.3 | |
| Total | 288 | 272.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| D | [0001482282] | |
| 13F-HR | [0002010477] |
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|---|---|---|
|
Copley Financial Group Inc
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|
CA | 0.3 |
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WA | 0.3 |
|
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VA | 0.3 |
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Michael A Dubis Financial Planning LLC
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TX | 0.3 |
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Future Finances Inc
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OH | 0.3 |
|
GHE LLC
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TN | 0.3 |
|
TKG Advisors LLC
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|
IN | 0.3 |
|
Dreher Investment Services Inc
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|
TX | 0.3 |