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Home > Retirement Planners > georgia > atlanta > ACCESS INVESTMENT MANAGEMENT, LLC
ACCESS INVESTMENT MANAGEMENT, LLC
3715 Northside Parkway
Building 400, Suite 210
Atlanta, Georgia 30327
Tel: (678) 429-4949
About ACCESS INVESTMENT MANAGEMENT, LLC
ACCESS INVESTMENT MANAGEMENT, LLC, formally registered with the SEC as ACCESS INVESTMENT MANAGEMENT, LLC. The firm was established in 09/12/2022. They have over 1 offices throughout the country.
ACCESS INVESTMENT MANAGEMENT, LLC is a Atlanta, Georgia based Financial Planning firm with nearly $363,924,000 assets under management, offering retirement planning & investment advisory services to 59 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 322491 |
| SEC# | 801-126503 |
| Assets Managed by Firm | $363,924,000 |
| No. of Clients | 59 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 59 | $363,924,000 |
| Individuals (other than high net worth individuals) | 10 | $3,470,000 |
| High net worth individuals | 14 | $197,103,000 |
| Charitable organizations | Fewer than 5 clients | $46,674,000 |
| Corporations or other businesses | Fewer than 5 clients | $116,677,000 |
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