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ACCESS SOFTEK ADVISORY SERVICES

ACCESS SOFTEK ADVISORY SERVICES, LLC

CRD 299800 · SEC 801-116873

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1807 W DIEHL ROAD, SUITE 220, NAPERVILLE, IL, 60563, United States

Phone

510-848-0606

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$7.4M

Discretionary AUM

$6.8M

Team

4 total employees; 4 advisory reps; 5 broker-dealer reps

Clients

—

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-02-17

Disciplinary history

No

Services

Portfolio management (individuals)

Client types

TypeClientsAUM
Individuals2223$7.4M

States served

AZ, AR, CA, CO, GA, ID, IL, IN, KS, KY, LA, ME, MD, MA, MI, MN, MT, NE, NV, NJ, NM, NY, NC, OH, OR, PA, TN, UT, VA, WI, WY, MO, WA, TX, NH, FL, SD

All web addresses on file

Official SEC filing: View on IAPD