Access Holdings Management Company LLC
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Learn more about Access Holdings Management Company LLC
Overview
Access Holdings Management Company LLC is a financial advisor firm based in Baltimore, Maryland. The company oversees $2.4 billion in assets under management across 20 client accounts, making it one of the biggest investment advisory firms in the nation by assets under management (AUM). The company has an average-sized team, including 28 financial advisors. Access Holdings Management Company LLC does not act as a registered broker-dealer, meaning the company is not able to buy and sell securities for its accounts and those of its clients and instead has to go through a broker-dealer firm to do so. Securities are exchangable financial assets such as bonds, options and equities.
Access Holdings Management Company LLC oversees all of the firm's client assets in a discretionary manner. Discretionary management means that transaction judgments are made by an investment advisor without needing to seek the client's authorization. The company's average account size is $119.1 million. The typical advisor at Access Holdings Management Company LLC administers fewer than one client account, making it one of the most personalized firms in the country.
Access Holdings Management Company LLC's headquarters is at 6 East Eager St., Baltimore, Maryland 21202-5101. The company is registered to provide services to investors in the state of Maryland.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Access Holdings Management Company LLC by the Numbers
$2.4 billion
44
20
$119.1 million
Fee Structure
Financial advisory fees depend on which services are provided. However, fees charged by the company most likely consist of any combination of the following fee types: asset-based, fixed or performance-based. The company does not provide a wrap fee program, in which the firm offers a bundle of services for a single fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
-
Offered by 32% of firms
Fixed
Unavailable
Types of Clients
The company works with pooled investment vehicles. Out of its 20 accounts, Access Holdings Management Company LLC's largest client by number of accounts is pooled investment vehicles. Just 6% of its accounts are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- 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 Holdings Management Company LLC does not have any disclosures.
Please visit its Form ADV for more details.
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