ACCESS HOLDINGS MANAGEMENT COMPANY LLC

1001 N Charles Street
Suite 800
Baltimore, Maryland 21201
Tel: 443-836-6931

About ACCESS HOLDINGS MANAGEMENT COMPANY LLC

ACCESS HOLDINGS MANAGEMENT COMPANY LLC, formally registered with the SEC as ACCESS HOLDINGS MANAGEMENT COMPANY LLC. The firm was established in 09/25/2018. They have over 3 offices throughout the country.

ACCESS HOLDINGS MANAGEMENT COMPANY LLC is a Baltimore, Maryland based Financial Planning firm with nearly $2,903,583,517 assets under management, offering retirement planning & investment advisory services to 25 clients. The firm is staffed with 42 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	297197
SEC#	801-114018
Assets Managed by Firm	$2,903,583,517
No. of Clients	25
No. of Advisors	42

Fee Structure

A percentage of AUM
Fixed fees
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	25	$2,903,583,517

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