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| Happy Holidays!! thanks for using AUM13F!! |
| Access Financial Services Inc
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| CRD # | 115361 |
| SEC # | 801-66457 |
| CIK # | 0001699622 |
| AUM | $421.6 M (2025-02-18) |
| Employees | 11 (27% Investors, 9% Brokers) |
| Phone | 952-885-2732 |
| Address | 1650 West 82nd Street Minneapolis, MN 55431 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001699622 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 5.4 | ||
| Tesla Motors Inc | 2.1 | ||
| Coca Cola Co | 2.0 | ||
| Apple Inc | 1.9 | ||
| Amazon Com Inc | 1.9 | ||
| J P Morgan Chase & Co | 1.9 | ||
| International Business Machines Corp | 1.9 | ||
| Fortinet Inc | 1.9 | ||
| CBOE Holdings Inc | 1.8 | ||
| Ares Management LP | 1.8 | ||
| Procter & Gamble Co | 1.7 | ||
| Qualcomm Inc/DE | 1.7 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 154 | 55.3 |
| (b) Individuals (high net worth individuals) | 148 | 359.6 |
| (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 | 6.7 |
| (n) Other | 0 | 0.0 |
| Total | 824 | 421.6 |
| By Discretionary | ||
| Discretionary | 824 | 421.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 824 | 421.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 421.6 | |
| Total | 824 | 421.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001699622] |
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