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Access Financial Services, Inc.

● SEC registered since 2006CRD 115361SEC# 801-66457Minneapolis, MN
Export (members)
Reg. AUM
$421.6M
Employees
11
Accounts
824
Location
Minneapolis, MN

Access Financial Services, Inc. assets under management

Access Financial Services, Inc. is an investment advisory firm registered with the SEC based in Minneapolis, MN. The firm has been registered since 2006. It reports $421.6 million in regulatory assets under management and employs 11 people.

Access Financial Services, Inc. owners & executives

5 reported
NameTitleOwnershipSince
Angella Jeanne GavicVice President, Operations10-25%2006
Brant Terrance Kairies ControlPresident, Chief Investment Officer And Chief Compliance Officer25-50%2001
Erik Robert EdstromCo-Owner5-10%2012
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Frequently asked questions

How much does Access Financial Services, Inc. manage?

Access Financial Services, Inc. reports $421.6 million in regulatory assets under management on its Form ADV.

How many employees does Access Financial Services, Inc. have?

Access Financial Services, Inc. reports 11 employees.

Where is Access Financial Services, Inc. located?

Access Financial Services, Inc. is based in Minneapolis, MN and has been SEC-registered since 2006.

Does Access Financial Services, Inc. disclose fund performance?

Access Financial Services, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1650 West 82nd Street, Suite 850, Minneapolis, MN 55431
Phone952-885-2732
Fax952-885-0995
Office hours8:30 A.M To 5:00 P.M
SEC regionChicago Regional Office (CHRO)
CIK1699622
Discloses disciplinary historyNo

Assets under management

Discretionary$421.6M
Non-discretionary$0
Total (RAUM)$421.6M