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Building 2ACCESS FINANCIAL GROUP, INC.

Map pinCHICAGO, IL
Phone312-655-8200
NotebookSEC #801-48092
Total AUM
$302.3M
Employees
6
Clients
314

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
118 N. CLINTON STREET
SUITE 450
CHICAGO
IL 60661
United States
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Phone
312-655-8200

ReceiptFinancials

Total AUM
$302.3M
Accounts
315
Discretionary
$300.1M
Accounts
306
Non-Discretionary
$2.2M
Accounts
9

ContactClients

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Individual Clients
8
AUM
$14M
Corporation or Business Clients
306
AUM
$288.3M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCTFLIAILINMAMDMEMIMONCNHPARIUTVTWAWI

HandshakeAffiliates

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

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