|
⚲
|
| Portfolios |
|---|
| Track firms over time with portfolios. Click on the ✚ to add to a portfolio. |
| Access Financial Services Inc
✚
|
|
|---|---|
| CRD # | 115361 |
| SEC # | 801-66457 |
| CIK # | |
| AUM | $304.8 MM (100% Disc, 100% US, 2020-02-05) |
| Employees | 8 (38% Investors, 12% Brokers) |
| Phone | 952-885-2732 |
| Address | 1650 West 82nd Street Minneapolis, MN 55431 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| 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 ($) |
|---|
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
The Jackson Financial Company Incorporated
✚
|
SC | 0.3 |
|
WMG Financial Advisors LLC
✚
|
TN | 0.3 |
|
Harbor Capital Management Inc
✚
|
NC | 0.3 |
|
Investors Research Corporation
✚
|
GA | 0.3 |
|
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 |