Access Financial Services Inc

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Assets, Funds, Holdings

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Access Financial Services Inc
CRD #115361
SEC #801-66457
CIK #
AUM $273.6 MM (100% Disc, 100% US)
Employees8 (38% Investors, 12% Brokers)
Phone952-885-2732
Address1650 West 82nd Street
Minneapolis, MN 55431
Links IAPDexternal Websiteexternal
Total AUM ($BB)
Sector Holding Cap ($MM) Value ($MM)
SCHX 23.5
VCSH 14.3
SCHP 10.6
DBEF 7.6
SCHF 5.5
TIP 5.3
SCHA 4.3
TDIV 2.9
VYM 2.7
NXP 242.3 2.4
View All
Holdings by Sector ($BB)
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Pivotal Planning Group LLC
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Guardian Wealth Strategies LLC
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Robinson Tigue Sponcil & Associates LLC
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0.3
Dean Jacobson Financial Services LLC
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Rose Capital Advisors LLC
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