|
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| Access Financial Group Inc
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| |
|---|---|
| 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] |
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|---|---|---|
|
Blossom Wealth Management LLC
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CA | 0.3 |
|
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NJ | 0.3 |
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CA | 0.3 |
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OH | 0.3 |
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Fields Gottscho Capital Management LLC
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NY | 0.3 |
|
USA Financial Securities Corporation
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MI | 0.3 |
|
Good Harbor Advisors Inc
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MA | 0.3 |
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FL | 0.3 |