The ACCESS FINANCIAL GROUP, INC. is a privately held investment adviser that advises $302.33mn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. ACCESS FINANCIAL GROUP, INC. is a SMA An SMA manager is a manager whose >=75% of total assets under management are in separately managed accounts, which are discretionary client-specific accounts rather than pooled vehicles. Manager. Assets decreased by 3.21% over the last 5-years.
The Group has been registered with the SEC for 31.61 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 118 N. CLINTON STREET SUITE 450, CHICAGO, ILLINOIS. The Group has been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 6 employees comprised of 5 investment and 1 non-investment staff. The total number of Employees remained the same over the last few years.
Their $302.33mn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 306 other accounts. Assets of Corporations or Other Businesses clients own $288.35mn or 95.37% of Total Assets and Individuals own $13.98mn or 4.63% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 2 types of clients, top clients are Corporations or Other Businesses and Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses management fees.
ACCESS FINANCIAL GROUP, INC. names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.