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| Access Softek Advisory Services LLC
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| |
|---|---|
| CRD # | 299800 |
| SEC # | 801-116873 |
| CIK # | |
| AUM | $3.5 MM (2024-03-14) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 510-898-7606 |
| Address | 727 Allston Way Berkeley, CA 94710 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 3,192 | 3.5 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 3,342 | 3.5 |
| By Discretionary | ||
| Discretionary | 3,340 | 3.5 |
| Non-Discretionary | 2 | 0.0 |
| Total | 3,342 | 3.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 3.4 | |
| Total | 3,342 | 3.5 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
BMO Direct Invest Inc
✚
|
IL | 0.0 |
|
Centerfin Inc
✚
|
NY | 0.0 |
|
Icon Financial Services LLC
✚
|
OR | 0.0 |
|
Meta Investment Management Company LLC
✚
|
NY | 0.0 |
|
Wealthface LLC
✚
|
0.0 | |
|
R2 Asset Management LLC
✚
|
0.0 | |
|
I-Cthru Inc
✚
|
0.0 | |
|
Golden Jade Capital Management LLC
✚
|
0.0 | |
|
American Expats in Europe Ltd
✚
|
0.0 | |
|
Herring RIA Sub LLC
✚
|
CA | 0.0 |