Finaccess Advisors LLC

RIASEC RegisteredEst. 2009

Total AUM

$4.1B

Discretionary

$593M

14% of AUM

Avg account

$25.7M

Accounts

160

Employees

Advisory reps

Firm details

Headquarters: Miami, Florida
CRD number: 150697
Registered since: December 17, 2009
Website: www.grupofinaccess.com
Custodians: SANTANDER INVESTMENT SECURITIES INC., MORGAN STANLEY & CO. LLC, J.P. MORGAN SECURITIES INC.
Fee structure: Percentage of AUM, Fixed Fees, Other
Client types: Pooled Investment Vehicles69.04%
HNWI26.13%
Corporations / Businesses2.99%
Other1.84%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Finaccess Advisors LLC is an independent, SEC-registered registered investment adviser organized as an LLC and operating since 2009. Ownership includes domestic and foreign entities as well as individuals. The firm serves both high-net-worth individuals and families and institutional clients, delivering financial planning and portfolio management across individual and pooled vehicles as well as for businesses and institutions. Its fee model combines percentage-of-AUM billing with fixed fees and other arrangements. Finaccess is not positioned as a capital allocator, does not identify as an active ESG investor, and does not operate as a multi-state adviser or pension consultant. The firm has been recognized on FA Magazine’s Top RIA Firms list (2020).