Accessalpha Worldwide LLC

Broker-DealerFINRA MemberEst. 2007
Total AUM
Advisory reps
5
Avg account
$0

Firm details

Headquarters
Chicago, Illinois
CRD number
142279
Registered since
March 21, 2007

Firm profile

FINTRX

Overview

Accessalpha Worldwide LLC is organized as a limited liability company and has been registered with the SEC since 2007. The firm is listed as individually owned and is classified in the dataset as "Unclassified." Reported firm attributes indicate it is not a capital allocator, not an active ESG investor, not registered as a multi-state adviser, not newly formed, not a pension consultant, and not recorded as a related adviser. The data set includes no detailed description of the company’s advisory activities, target client segments, fee schedule, or specific business lines. Those items were left blank in the available record.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 5
  • Willard Velie

    Willard Velie

    Relationship ManagerCRD 1179937

  • Patrick Magner

    Patrick Magner

    PrincipalCRD 2075975

  • Robert Leclercq

    Robert Leclercq

    PresidentCRD 1384014

Unlock 2 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

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
444 W Lake St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth