Accessalpha Worldwide LLC
Firm details
- Headquarters
- Chicago, Illinois
- CRD number
- 142279
- Registered since
- March 21, 2007
- Website
- accessalpha.com
Firm profile
FINTRXOverview
Accessalpha Worldwide LLC is organized as a limited liability company and is classified in FINTRX as a placement agent. The firm appears to be owner-operated (owner type: individual) rather than organized as a capital allocator or an adviser platform. As a placement agent, its core role is intermediary in capital-raising and investor introductions rather than portfolio management or direct asset allocation. Available metadata indicates the firm does not identify as an active ESG investor, does not operate as a multi-state adviser, and is not listed as a pension consultant or related adviser. There is no public information in the provided data about fee schedules, advisory services, client segments, or investment mandates.
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
Contacts
3 of 5
Brian Lenart
FinOpCRD 736107

Willard Velie
Relationship ManagerCRD 1179937

Robert Leclercq
PresidentCRD 1384014
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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