| Name | Title | Ownership | Since |
|---|---|---|---|
| Access Retirement Solutions, LLC Control | Owner | Over 75% | 2020 |
| Michael Anthony Halloran Control | Chief Compliance Officer | Under 5% | 2020 |
| Heath Miller Control | Owner | 50-75% | 2020 |
Access Fiduciary Services, LLC reports $466.2 million in regulatory assets under management on its Form ADV.
Access Fiduciary Services, LLC reports 3 employees.
Access Fiduciary Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Office hours | 9-5 |
| Discloses disciplinary history | No |
| Discretionary | $466.2M |
| Non-discretionary | $0 |
| Total (RAUM) | $466.2M |