Access Wealth Management Inc
- Assets, Funds, Holdings
| Access Wealth Management Inc
|
| CRD # | 281616 |
| SEC # | 801-106775 |
| CIK # | |
| AUM |
|
| Employees |
5 (60% Investors, 40% Brokers)
|
| Phone | 502-292-5500 |
| Address | 4360 Brownsboro Road
Louisville, KY 40207 |
| Source |
[IAPD]
[Website] [Twitter] [Facebook]
|
|
Total AUM ($M)
|
|
|
| AUM Breakdown |
Accounts |
AUM ($M) |
| By Client Type |
| (a) Individuals (other than high net worth individuals) |
44
|
15.3 |
| (b) Individuals (high net worth individuals) |
118
|
276.2 |
| (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 |
0 |
3.9 |
| (h) Charitable organizations |
5 |
3.3 |
| (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 |
20 |
20.1 |
| (n) Other |
0 |
0.0 |
| Total |
821 |
319.0 |
| By Discretionary |
| Discretionary |
709 |
265.9 |
| Non-Discretionary |
112 |
53.1 |
| Total |
821 |
319.0 |
| By Non-United States Persons |
| Non-United States Persons |
|
9.8 |
| United States Persons |
|
309.2 |
| Total |
821 |
319.0 |
| Firm Profile (Form ADV) |
| Serves | Institutional, Retail |
| Fund Types | Real Estate |
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