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| Access Financial Services Inc
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|---|---|
| CRD # | 115361 |
| SEC # | 801-66457 |
| CIK # | 0001699622 |
| AUM | 437.8 M (2026-02-12) |
| Employees | 10 (40% Investors, 10% Brokers) |
| Phone | 952-885-2732 |
| Address | 1650 West 82nd Street Minneapolis, MN 55431 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001699622 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 3.9 | ||
| Apple Inc | 2.8 | ||
| Valero Energy Corp/Tx | 2.4 | ||
| Fortinet Inc | 2.4 | ||
| International Business Machines Corp | 2.2 | ||
| KLA Tencor Corp | 2.2 | ||
| Tesla Motors Inc | 2.1 | ||
| Amazon Com Inc | 2.1 | ||
| J P Morgan Chase & Co | 2.1 | ||
| Lam Research Corp | 2.0 | ||
| Coca Cola Co | 2.0 | ||
| AbbVie Inc | 1.8 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 176 | 62.0 |
| (b) Individuals (high net worth individuals) | 142 | 369.0 |
| (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 | 4 | 6.8 |
| (n) Other | 0 | 0.0 |
| Total | 812 | 437.8 |
| By Discretionary | ||
| Discretionary | 812 | 437.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 812 | 437.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 437.8 | |
| Total | 812 | 437.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001699622] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 15 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
FWG Holdings LLC
✚
|
FL | 439.1 M |
|
Storen Legacy Partners LLC
✚
|
IN | 438.3 M |
|
Schulz Wealth Ltd
✚
|
TX | 438.1 M |
|
Lloyd Advisory Services LLC
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|
GA | 437.6 M |
|
Crown Wealth Group LLC
✚
|
NC | 437.5 M |
|
Note Advisors LLC
✚
|
NY | 437.0 M |
|
Herbert J SIMS Capital Management Inc
✚
|
CT | 436.9 M |
|
Peachtree Wealth Advisors Inc
✚
|
GA | 436.8 M |
|
PFG Investments LLC
✚
|
OR | 436.8 M |
|
Ndure Global LLC
✚
|
436.7 M |