ACCESS FINANCIAL GROUP, INC.
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $302.3M |
| Discretionary | $300.1M99% of AUM |
| Non-Discretionary | $2.2M |
| Client Accounts | 315 |
| Avg Account Size | $960K |
| Employees | 6 |
| Peak AUM | $327.3MJun 2016 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $302M | +11.0% | +5.6% | 0.6% | |
| Discretionary AUM | $300M | ||||
Key Metrics
| Total AUM | $302.3M |
| Discretionary | $300.1M |
| Employees | 6 |
| Client Accounts | 315 |
Contact & Location
Address
118 N. CLINTON STREET
CHICAGO IL 60661
Phone
312-655-8200
Filing History
42 ADV Part 1 submissions
Fee Structure
% of AUM
Advisory Services
Portfolio Mgmt (Individuals)Pension Consulting
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$300M
99.3% of AUM
Non-Discretionary
$2M
0.7% of AUM
Disc. mix ▲ 0.4pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Corporations
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer Custody
Other Registrations
Broker-Dealer