Access Fiduciary Services, LLC
Firm details
- Headquarters
- ,
- CRD number
- 311558
- Registered since
- August 13, 2026
- Custodians
- ALERUS SECURITIES CORPORATION
- Fee structure
- Percentage of AUM, Other
- Client types
- Pension & Profit Sharing Plans100%
- Services
- Portfolio Management for Institutional ClientsPension ConsultingEducational Seminars / Workshops
Firm profile
FINTRXOverview
Access Fiduciary Services, LLC is an institutional registered investment adviser organized as an LLC that serves institutional clients, with a stated focus on portfolio management for businesses and institutions and pension consulting. The firm also provides educational seminars and workshops. Its fee model includes percentage-of-AUM billing and other fee types. It reports not being an active ESG investor and is not positioned as a capital allocator or a related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds100%
Contacts
2 of 2
Michael Halloran
Senior Vice PresidentCRD 5074100
Heath Miller
Co-FounderCRD 7311310
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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