Access Financial Services, Inc.

RIASEC RegisteredEst. 2006

Total AUM

$438M

Discretionary

$438M

100% of AUM

Avg account

$539K

Accounts

812

Employees

Advisory reps

Firm details

Headquarters: Minneapolis, Minnesota
CRD number: 115361
Registered since: April 24, 2006
Website: accessafs.com
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC, TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI84.28%
Individuals14.17%
Corporations / Businesses1.55%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Access Financial Services, Inc. is an independent registered investment adviser organized as a corporation and operating since 2006. The firm serves both individual/family and institutional clients and describes itself as a capital allocator. Its advisory services include financial planning, portfolio management for individuals, small businesses and institutions, pension consulting and selection of other advisers. Fee arrangements are flexible: the firm charges percentage-of-AUM fees and also uses hourly and fixed-fee billing. The firm is not positioned as an ESG investor and does not report multi-state adviser status. Its platform emphasizes delegated portfolio management and third-party manager selection alongside traditional advisory work for households and institutional sponsors.