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Building 2ACCESS INVESTMENT MANAGEMENT, LLC

Map pinATLANTA, GA
Phone(678) 429-4949
NotebookSEC #801-126503
Total AUM
$456.4M
Employees
2
Clients
34

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3715 NORTHSIDE PARKWAY
BUILDING 400, SUITE 210
ATLANTA
GA 30327
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
(678) 429-4949

ReceiptFinancials

Total AUM
$456.4M
Accounts
85
Discretionary
$166.9M
Accounts
82
Non-Discretionary
$289.5M
Accounts
3

ContactClients

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Individual Clients
16
AUM
$8.4M
HNW Individual Clients
16
AUM
$238.2M
Charitable Organization Clients
1
AUM
$52.3M
Corporation or Business Clients
1
AUM
$157.6M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
GAMD

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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