1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2ACCESS FINANCIAL SERVICES, INC.

Map pinMINNEAPOLIS, MN
Phone952-885-2732
NotebookSEC #801-66457
Total AUM
$437.8M
Employees
10
Clients
322

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1650 WEST 82ND STREET
SUITE 850
MINNEAPOLIS
MN 55431
United States
Operating Hours
8:30 A.M TO 5:00 P.M
Monday - Friday
Phone
952-885-2732

ReceiptFinancials

Total AUM
$437.8M
Accounts
812
Discretionary
$437.8M
Accounts
812
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
176
AUM
$62M
HNW Individual Clients
142
AUM
$369M
Corporation or Business Clients
4
AUM
$6.8M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
FINANCIAL CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLMNTXWI

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account