ACCESS SOFTEK ADVISORY SERVICES

1807 W Diehl Road
Suite 220
Naperville, Illinois 60563
Tel: 510-848-0606

About ACCESS SOFTEK ADVISORY SERVICES

ACCESS SOFTEK ADVISORY SERVICES, formally registered with the SEC as ACCESS SOFTEK ADVISORY SERVICES. The firm was established in 06/28/2019. They have over 5 offices throughout the country.

ACCESS SOFTEK ADVISORY SERVICES is a Naperville, Illinois based Financial Planning firm with nearly $6,257,614 assets under management, offering retirement planning & investment advisory services to 2012 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	299800
SEC#	801-116873
Assets Managed by Firm	$6,257,614
No. of Clients	2012
No. of Advisors	4

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	2012	$6,257,614
Individuals (other than high net worth individuals)	1996	$6,257,614

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