ACCESS FIDUCIARY SERVICES, LLC
Total AUM
$466.2M
Employees
3Clients
6Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
Operating Hours
9-5
Monday - Friday
Monday - Friday
Phone
888-388-8627
Financials
Total AUM
$466.2M
Accounts
6Discretionary
$466.2M
Accounts
6Non-Discretionary
$0
Accounts
0
Clients
Pension/Profit Sharing Plan Clients
5AUM
$466.2M
Corporation or Business Clients
1AUM
$0
Services
Services Offered
EducationInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
PORTION OF SUBSCRIPTION FEE DUE TO PEP SPONSOR
Compliance
Disclosures
None reported
State Registrations
MA
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.