Access Financial Group, Inc
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Overview
Access Financial Group, Inc operates as an advisory company located in Chicago, Illinois. The company handles $257.0 million in assets throughout 283 client accounts, making it a mid-tier investment advisory firm in the country by assets under management (AUM). The firm has a small group, including 5 financial advisors. Access Financial Group, Inc is not a registered broker-dealer, signifying that the firm cannot buy and sell securities for its clients' and own accounts and instead has to go through a broker-dealer firm to do so. Securities are exchangable financial assets such as equities, options and bonds.
Access Financial Group, Inc administers most of its accounts on a discretionary basis. Discretionary management is a structure in which a portfolio manager makes buy and sell decisions without requiring the client's authorization. The company also oversees three non-discretionary accounts totaling $4.2 million in AUM. Access Financial Group, Inc oversees roughly $908,143 for each client account. The typical financial advisor at Access Financial Group, Inc administers around 57 client accounts, making it about average in terms of personalization.
Access Financial Group, Inc's main office is located at 118 N. Clinton Street, Chicago, Illinois 60661. Access Financial Group, Inc is legally allowed to serve investors across 19 U.S. states and territories.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Access Financial Group, Inc by the Numbers
$257.0 million
6
283
$908.1 thousand
Fee Structure
Financial advisory fees vary depending on which services the firm provides the client. Fees charged by the firm typically consist of the following fee type: asset-based. Access Financial Group, Inc does not supply a wrap fee program, in which the firm offers a service bundle for a comprehensive fee.
Available
-
Offered by 69% of firms
Percentage of Assets
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The firm provides services to retail investors and corporations. Out of its 283 accounts, Access Financial Group, Inc's largest client group by number of accounts is corporations. None of the company's customers are from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 3.9%
- Corporations - 96.1%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Access Financial Group, Inc does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Access Financial Group, Inc
Chicago, IL
Chicago, IL
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