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ACCESS FINANCIAL SERVICES, INC.
CRD 115361 · SEC 801-66457
1650 WEST 82ND STREET, SUITE 850, MINNEAPOLIS, MN, 55431, United States
Phone
952-885-2732
Fax
952-885-0995
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$437.8M
Discretionary AUM
$437.8M
Team
10 total employees; 4 advisory reps; 15 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-02-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersFINANCIAL CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 176 | $62.0M |
| High net worth individuals | 142 | $369.0M |
| Corporations/business entities | 4 | $6.8M |
States served
AZ, CA, MN, WI, TX, FL
All web addresses on file
Official SEC filing: View on IAPD