Access Financial Services Inc


Assets, Funds, Holdings

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Access Financial Services Inc
CRD #115361
SEC #801-66457
AUM $304.8 MM (100% Disc, 100% US, 2020-02-05)
Employees8 (38% Investors, 12% Brokers)
Address1650 West 82nd Street
Minneapolis, MN 55431
Source [IAPD] [Website]
Total AUM ($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
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