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Building 2ACCESS FIDUCIARY SERVICES, LLC

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Phone888-388-8627
NotebookSEC #801-136546
Total AUM
$466.2M
Employees
3
Clients
6

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9-5
Monday - Friday
Phone
888-388-8627

ReceiptFinancials

Total AUM
$466.2M
Accounts
6
Discretionary
$466.2M
Accounts
6
Non-Discretionary
$0
Accounts
0

ContactClients

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Pension/Profit Sharing Plan Clients
5
AUM
$466.2M
Corporation or Business Clients
1
AUM
$0

Briefcase businessServices

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Services Offered
EducationInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
PORTION OF SUBSCRIPTION FEE DUE TO PEP SPONSOR

Shield checkCompliance

Disclosures

None reported

State Registrations
MA

HandshakeAffiliates

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

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