|
⚲
|
| Access Investment Advisors Inc
✚
| |
|---|---|
| CRD # | 109006 |
| SEC # | 801-56436 |
| CIK # | |
| AUM | $217.9 MM (2024-01-24) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 920-683-9901 |
| Address | 4400 Calumet Ave Manitowoc, WI 54220-4624 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 133 | 34.1 |
| (b) Individuals (high net worth individuals) | 62 | 167.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 17 | 15.2 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 1.4 |
| (n) Other | 0 | 0.0 |
| Total | 632 | 217.9 |
| By Discretionary | ||
| Discretionary | 632 | 217.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 632 | 217.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 217.9 | |
| Total | 632 | 217.9 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Mack Investment Securities Inc
✚
|
IL | 0.2 |
|
Live Oak Investment Partners LLC
✚
|
TX | 0.2 |
|
TAR River Wealth Planning LLC
✚
|
NC | 0.2 |
|
KBC Holdings LLC
✚
|
MA | 0.2 |
|
Sound Stewardship LLC
✚
|
KS | 0.2 |
|
Clear Point Advisors Inc
✚
|
NY | 0.2 |
|
Slocum Gordon & Co LLP
✚
|
RI | 0.2 |
|
Novick & Company Financial Group LLC
✚
|
WY | 0.2 |
|
Horter Investment Management LLC
✚
|
OH | 0.2 |
|
SGL Financial LLC
✚
|
IL | 0.2 |