Access Financial Group, Inc.

Broker-DealerFINRA Member

Total AUM

$302M

Discretionary

$300M

99% of AUM

Accounts

315

Employees

6

Advisory reps

5

Brokerage reps

5

Firm details

Headquarters: Chicago, Illinois
CRD number: 33065
Registered since: December 30, 1994
Website: www.afinancial.com
Custodians: RAYMOND JAMES & ASSOCIATES, INC.
Fee structure: Percentage of AUM
Client types: Corporations / Businesses95.37%
Individuals4.63%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Access Financial Group, Inc. is an institutional RIA and broker-dealer that provides portfolio management to both individuals and families as well as business and institutional clients. The firm is registered with the SEC; its registration dates to 1994. Its advisory business is structured around a percentage-of-AUM fee model and the firm reports portfolio management services for individuals/small businesses and for businesses or institutions. The firm does not identify as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

US Government Bonds78%
Cash & Cash Equivalents11%
Exchange Traded Equities10%
Public Funds/Mutual Funds1%

Owners & executives

2 of 2

Nancy Gorchoff
Chief Financial OfficerCRD 1236418
Victor Chigas
Chairman & CEOCRD 1666547

Contacts

3 of 3

Richard Konst
Vice ChairmanCRD 273746
Christopher Chigas
PresidentCRD 1832392
Charles Radgowski
AdministratorCRD 4585064

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

Chicago, IL

Cook

Location

Chicago, IL

Headquartered in Chicago, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area: Chicago-Naperville, IL-IN-WI
Region: Midwest
County: Cook
Address: 118 N Clinton St
Time zone: CT (UTC-6)
Office locations

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