ACCESS FINANCIAL SERVICES, INC.
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
FINTRXOverview
Access Financial Services, Inc. is an independent registered investment adviser that has been SEC-registered since 2006 and is owned by an individual. The firm serves both high-net-worth individuals and families as well as institutional clients and positions itself as a capital allocator that uses third-party managers when appropriate. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee options. Core advisory services listed on filings include financial planning, portfolio management for individuals/small businesses and for businesses or institutions, pension consulting support, and selection of other advisers. The firm does not identify as an active ESG investor and is not registered as a multi-state 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 Funds68%
- Exchange Traded Equities20%
- State & Local Bonds6%
- US Government Bonds2%
- Cash & Cash Equivalents2%
Owners & executives
1 of 1BRANT KAIRIES
President, Chief Investment Officer, Chief Compliance OfficerCRD 2975977
Contacts
3 of 5STEPHEN KAIRIES
FounderCRD 263206
ANGELLA GAVIC
Vice President, OperationsCRD 4009617
Matthew Rich
Financial AdvisorCRD 6837867
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 66Active vs passive
$247M in ETFs
68%
$167M
30%
$79.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US LARGE-CAP ETF (SCHX) | Schwab | Passive | Large Blend | $36.6M | 1,426,767 | 14.79% |
Location
MINNEAPOLIS, MN
HENNEPIN
Location
MINNEAPOLIS, MN
Headquartered in MINNEAPOLIS, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.
- Metro area
- Minneapolis-St. Paul, MN-WI
- Region
- Midwest
- County
- HENNEPIN
- Address
- 1650 W 82nd St
- Time zone
- CT (UTC-6)
- Office locations
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