Finaccess Advisors LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
New Features
Latest Fund Raises
Related People
Fund Service Providers
Startup & Company Raises
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
Keyboard
Finaccess Advisors LLC
CRD #150697
SEC #801-71013
CIK #
AUM 4,113.6 M (2026-03-26)
Employees 13 (54% Investors, 0% Brokers)
Phone305-377-1112
Address1111 Brickell Avenue
Miami, FL 33131
Source [IAPD] [LinkedIn]
Total AUM ($B)
5.04.03.02.01.00.02008201420202027
AUM Breakdown Accounts AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals) 2 0.0
(b) Individuals (high net worth individuals) 75 1.1
(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 12 2.8
(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 2 0.1
(n) Other 10 0.1
Total 160 4.1
By Discretionary
Discretionary 3 0.6
Non-Discretionary 157 3.5
Total 160 4.1
By Non-United States Persons
Non-United States Persons 4.1
United States Persons 0.0
Total 160 4.1
Firm Profile (Form ADV)
Discretionary AUM$0.1B
ServesInstitutional, Retail
Comparable Firms State AUM
IPG Investment Advisors LLC
CA 4,136.5 M
Founders Financial Securities LLC
MD 4,135.1 M
Archpoint Investors LLC
FL 4,133.1 M
Parkway Advisors LP
TX 4,128.8 M
Capital Generation Partners LLP
4,120.8 M
Gerber Kawasaki Inc
CA 4,109.6 M
Performance Wealth Partners LLC
IL 4,092.6 M
Financial Advocates Investment Management
WA 4,074.5 M
Peregrine Capital Management LLC
MN 4,068.2 M
Money Concepts Capital Corp
FL 4,068.0 M
Terms | Privacy | Providers | Companies | Guide
tony@aum13f.com