ACCESS CAPITAL, LLC
Total AUM
$70.5M
Employees
1Clients
27Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
1601 E DOUGLAS AVENUE
WICHITA
KS 67211
United States
WICHITA
KS 67211
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Monday - Friday
Phone
316-633-8013
Financials
Total AUM
$70.5M
Accounts
78Discretionary
$68.1M
Accounts
71Non-Discretionary
$2.4M
Accounts
7
Clients
Individual Clients
7AUM
$997.6K
HNW Individual Clients
20AUM
$69.5M
Services
Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
KS
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.