ACCESS FINANCIAL GROUP, INC.

118 N. Clinton Street
Suite 450
Chicago, Illinois 60661
Tel: 312-655-8200

About ACCESS FINANCIAL GROUP, INC.

ACCESS FINANCIAL GROUP, INC, formally registered with the SEC as ACCESS FINANCIAL GROUP, INC. The firm was established in 12/30/1994. They have over 1 offices throughout the country.

ACCESS FINANCIAL GROUP, INC. is a Chicago, Illinois based Financial Planning firm with nearly $272,305,506 assets under management, offering retirement planning & investment advisory services to 288 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	33065
SEC#	801-48092
Assets Managed by Firm	$272,305,506
No. of Clients	288
No. of Advisors	6

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	288	$272,305,506
Individuals (other than high net worth individuals)	5	$13,462,497
Corporations or other businesses	274	$258,843,009

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