Access Financial Services Inc

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Assets, Funds, Holdings

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CAFR Data
Access Financial Services Inc
CRD #115361
SEC #801-66457
CIK #
AUM $304.8 MM (100% Disc, 100% US, 2020-02-05)
Employees8 (38% Investors, 12% Brokers)
Phone952-885-2732
Address1650 West 82nd Street
Minneapolis, MN 55431
Source [IAPD] [Website]
Total AUM ($MM)
3052441831226102006201120162021
Sector Issuer Cap ($MM) Value ($MM)
SCHX 24.6
DBEF 7.3
SCHF 5.4
VOO 4.7
SCHA 4.5
VYM 4.2
MINT 3.2
TDIV 3.0
SCHM 2.6
NXP 250.0 2.5
View All
Holdings by Sector ($)
0.20.20.10.10.00.02017201820192020
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Sutton Wealth Advisors Inc
FL 0.3
Lewis & Mathews Investment Management Inc
CA 0.3
Atlas Private Wealth Advisors LLC
NJ 0.3
Shayne & Co LLC
TN 0.3
Storge Partners Economic Studies LLC
FL 0.3
First Capital Advisors Group LLC
PA 0.3
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