ACCESS FINANCIAL SERVICES, INC. (CRD# 115361) is an SEC-Registered Investment Advisor (RIA), headquartered in Minneapolis, MN. The SEC approved the firm to operate as an RIA in Apr 2006. In Feb 2018, the firm reported total Regulatory Assets Under Management (RAUM) of $238.3 Million, and has discretion over 100% of those assets.   Pooled investment vehicles (Private Funds) account for 0% of RAUM.   Non-US investors represent 0% .  
ACCESS FINANCIAL SERVICES, INC. also reported in Feb 2018:
  • 8 employees, with 3 performing 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 SERVICES, INC. has no disclosure events reported to the SEC at this time.

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

ACCESS FINANCIAL SERVICES, INC. has Notice Filings with the following State Securities Authorities: CA-Oct 2006, MN-Apr 2006, TX-Oct 2006, WI-Oct 2006

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