PPrivate Fund Data Log in Join · $37/mo

Access Softek Advisory Services, LLC

● SEC registered since 2019CRD 299800SEC# 801-116873Naperville, IL
Export (members)
Reg. AUM
$6.3M
Employees
4
Accounts
2,012
Location
Naperville, IL

Access Softek Advisory Services, LLC assets under management

Access Softek Advisory Services, LLC is an SEC-registered investment adviser based in Naperville, IL. The firm has been registered since 2019. It reports $6.3 million in regulatory assets under management and employs 4 people.
www.accesssoftek.com/easyvestView on SEC.gov ↗

Access Softek Advisory Services, LLC owners & executives

6 reported
NameTitleOwnershipSince
Access Softek, Inc. ControlMemberOver 75%2018
Christopher George Patrick Doner ControlManaging MemberUnder 5%2018
Francesca Elaina Visconti ControlChief Compliance OfficerUnder 5%2021
See all 6 owners & executives — unlock the full record.
Join to unlock · $37/mo

Frequently asked questions

How much does Access Softek Advisory Services, LLC manage?

Access Softek Advisory Services, LLC reports $6.3 million in regulatory assets under management on its Form ADV.

How many employees does Access Softek Advisory Services, LLC have?

Access Softek Advisory Services, LLC reports 4 employees.

Where is Access Softek Advisory Services, LLC located?

Access Softek Advisory Services, LLC is based in Naperville, IL and has been SEC-registered since 2019.

Does Access Softek Advisory Services, LLC disclose fund performance?

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

Contact & registration

Address1807 W Diehl Road, Suite 220, Naperville, IL 60563
Phone510-848-0606
Office hours9:00 a.m. - 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$5.6M
Non-discretionary$639K
Total (RAUM)$6.3M