ACCESS FINANCIAL GROUP, INC. (CRD# 33065) is an SEC-Registered Investment Advisor (RIA), headquartered in Chicago, IL. The SEC approved the firm to operate as an RIA in Dec 1994. In Mar 2018, the firm reported total Regulatory Assets Under Management (RAUM) of $309.7 Million, and has discretion over 99% of those assets.   Pooled investment vehicles (Private Funds) account for 0% of RAUM.   Non-US investors represent 0% .  
ACCESS FINANCIAL GROUP, INC. also reported in Mar 2018:
  • 6 employees, all of whom perform advisory functions.
  • One office location.
  • No registrations with foreign financial regulatory authorities.
  • NO OPERATIONS as a Commodity Pool Operator (CPO) or Commodity Trading Advisor (CTA).
ACCESS FINANCIAL GROUP, INC. has no disclosure events reported to the SEC at this time.

View ACCESS FINANCIAL GROUP, INC.'s most recent Form ADV filing

ACCESS FINANCIAL GROUP, INC. has Notice Filings with the following State Securities Authorities: AZ-Apr 2001, CT-Apr 2001, FL-Jul 2007, IA-Apr 2001, IL-Feb 1997 , IN-Apr 2001, MA-Apr 2001, MD-Apr 2001, ME-Apr 2001, MI-Apr 2001 , MO-Apr 2001, NC-Apr 2001, NH-Apr 2001, PA-Apr 2001, RI-Apr 2001 , UT-Apr 2001, VT-Apr 2001, WA-Apr 2001, WI-Feb 1995

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