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ACCESS FINANCIAL GROUP, LLC
CRD 312084
1981 COUNTY ROAD SE 4250, MOUNT VERNON, TX, 75457, United States
Phone
903-609-3313
Fax
903-588-3277
Registration
— (—)
Source
State registered
Total AUM
$39.3M
Discretionary AUM
$39.3M
Team
3 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 157 | $27.0M |
| High net worth individuals | 6 | $12.3M |
All web addresses on file
Official SEC filing: View on IAPD