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FINACCESS ADVISORS, LLC
CRD 150697 · SEC 801-71013
1111 BRICKELL AVENUE, SUITE 2600, MIAMI, FL, 33131, United States
Phone
305.377.1112
Fax
305.675.7784
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$4.11B
Discretionary AUM
$593.2M
Team
13 total employees; 7 advisory reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees; REFERRAL FEES FROM CUSTODIANS
Org form
Limited Liability Company
Filing date
2026-03-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)WEALTH MGMT SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 2 | $21K |
| High net worth individuals | 75 | $1.08B |
| Pooled investment vehicles | 12 | $2.84B |
| Corporations/business entities | 2 | $122.8M |
States served
FL
All web addresses on file
Official SEC filing: View on IAPD