Access Investment Advisors Inc
- Assets, Funds, Holdings
| Access Investment Advisors Inc
|
| CRD # | 109006 |
| SEC # | 801-56436 |
| CIK # | |
| AUM |
|
| Employees |
4 (75% Investors, 0% Brokers)
|
| Fees | |
| Minimum |
|
| Phone | 920-683-9901 |
| Address | 4400 Calumet Ave
Manitowoc, WI 54220-4624 |
| Source |
[IAPD]
[Website] [LinkedIn]
|
|
Total AUM ($M)
|
|
|
| AUM Breakdown |
Accounts |
AUM ($M) |
| 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 |
| Firm Profile (Form ADV) |
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail, Research |
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