Access Financial Services is an investment advisor in Minneapolis with $345.54 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
411668844
SEC advisor number
801-66457
FINRA CRD number
115361
AUM ?
$361.90 mm
(as of 8 Feb 24)
Accounts
790
(as of 8 Feb 24)
Employees
11
(3 investment advisory or research)
Address
Access Financial Services
1650 W 82ND ST STE 850
MINNEAPOLIS
MN 55431
1650 W 82ND ST STE 850
MINNEAPOLIS
MN 55431
Phone
9528852732
Latest filings (excl ownership)
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
25 Jul 24
13F-HR
Quarterly holdings report by institutional manager
22 Apr 24
13F-HR
Quarterly holdings report by institutional manager
18 Jan 24
13F-HR
Quarterly holdings report by institutional manager
25 Oct 23
13F-HR
Quarterly holdings report by institutional manager
7 Aug 23
13F-HR
Quarterly holdings report by institutional manager
21 Apr 23
13F-HR
Quarterly holdings report by institutional manager
19 Jan 23
13F-HR
Quarterly holdings report by institutional manager
18 Oct 22
13F-HR
Quarterly holdings report by institutional manager
20 Jul 22
13F-HR
Quarterly holdings report by institutional manager
19 Apr 22