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ACCESS CAPITAL, LLC
1601 E Douglas Avenue
Wichita, Kansas 67211
Tel: 316-633-8013
About ACCESS CAPITAL, LLC
ACCESS CAPITAL, LLC, formally registered with the SEC as ACCESS CAPITAL, LLC. The firm was established in 06/23/2023. They have over 1 offices throughout the country.
ACCESS CAPITAL, LLC is a Wichita, Kansas based Financial Planning firm with nearly $70,470,802 assets under management, offering retirement planning & investment advisory services to 78 clients. The firm is staffed with 1 experienced financial planners.
Firm Information
| SEC Current Status | 120-Day Approval |
|---|---|
| Firm CRD# | 327013 |
| SEC# | 801-128223 |
| Assets Managed by Firm | $70,470,802 |
| No. of Clients | 78 |
| No. of Advisors | 1 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 78 | $70,470,802 |
| Individuals (other than high net worth individuals) | 7 | $997,600 |
| High net worth individuals | 20 | $69,473,202 |
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