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FINACCESS ADVISORS, LLC
MIAMI, FL
305.377.1112
SEC #801-71013Total AUM
$4.1B
Employees
13Clients
101Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
1111 BRICKELL AVENUE
SUITE 2600
MIAMI
FL 33131
United States
SUITE 2600
MIAMI
FL 33131
United States
Operating Hours
9:00 AM - 6:00 PM
Monday - Friday
Monday - Friday
Phone
305.377.1112
Financials
Total AUM
$4.1B
Accounts
160Discretionary
$593.2M
Accounts
3Non-Discretionary
$3.5B
Accounts
157
Clients
Individual Clients
2AUM
$20.8K
HNW Individual Clients
75AUM
$1.1B
Pooled Vehicle Clients
12AUM
$2.8B
Corporation or Business Clients
2AUM
$122.8M
Other Clients
10AUM
$75.6M
Description of Other Clients
TRUSTS
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management
Other Services
WEALTH MGMT SERVICES
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
REFERRAL FEES FROM CUSTODIANS
Compliance
Disclosures
None reported
State Registrations
FL
Affiliates
Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.