1001 N Charles Street
Baltimore, Maryland 21201
Tel: 443-836-6931
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 1 offices throughout the country.
ACCESS HOLDINGS MANAGEMENT COMPANY LLC is a Baltimore, Maryland based Financial Planning firm with nearly $2,382,800,133 assets under management, offering retirement planning & investment advisory services to 20 clients. The firm is staffed with 44 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 297197 |
SEC# | 801-114018 |
Assets Managed by Firm | $2,382,800,133 |
No. of Clients | 20 |
No. of Advisors | 44 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 20 | $2,382,800,133 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$1,506,538,334,571 | 3783 | 3722 | |
$165,475,690,648 | 62 | 114 | |
$98,298,071,437 | 22302 | 629 | |
$53,251,436,325 | 121 | 98 | |
$34,265,560,279 | 498 | 154 |
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