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ACCESS FINANCIAL GROUP, INC.
CRD 33065 · SEC 801-48092
118 N. CLINTON STREET, SUITE 450, CHICAGO, IL, 60661, United States
Phone
312-655-8200
Fax
312-655-8268
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$302.3M
Discretionary AUM
$300.1M
Team
6 total employees; 5 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-18
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 8 | $14.0M |
| Corporations/business entities | 306 | $288.3M |
States served
VT, AZ, IL, IN, IA, ME, MD, MA, MI, NC, PA, RI, UT, WI, MO, WA, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD