ACCESS FINANCIAL SERVICES, INC.

1650 West 82nd Street
Suite 850
Minneapolis, Minnesota 55431
Tel: 952-885-2732

About ACCESS FINANCIAL SERVICES, INC.

ACCESS FINANCIAL SERVICES, INC, formally registered with the SEC as ACCESS FINANCIAL SERVICES, INC. The firm was established in 04/24/2006. They have over 1 offices throughout the country.

ACCESS FINANCIAL SERVICES, INC. is a Minneapolis, Minnesota based Financial Planning firm with nearly $421,585,223 assets under management, offering retirement planning & investment advisory services to 824 clients. The firm is staffed with 11 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	115361
SEC#	801-66457
Assets Managed by Firm	$421,585,223
No. of Clients	824
No. of Advisors	11

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Other (FINANCIAL CONSULTING)

Firm Client Information

	No. of Clients	AUM
Firm Total	824	$421,585,223
Individuals (other than high net worth individuals)	154	$55,324,989
High net worth individuals	148	$359,595,947
Corporations or other businesses	4	$6,664,287

More Retirement Planning firms in Minneapolis, Minnesota:

Firm Name	Assets Under Management	Total Clients	Total Advisors
U.S. BANCORP ASSET MANAGEMENT, INC. 800 Nicollet Mall, Mail Stop Bc-Mn-17ul Minneapolis, MN, 55402	$176,091,949,959	88	77
GARDA CAPITAL PARTNERS 305 Lake Street East Wayzata, MN, 55391	$137,829,756,000	3	200
THRIVENT FINANCIAL FOR LUTHERANS 901 Marquette Avenue, Suite 2500 Minneapolis, MN, 55402-3211	$121,600,874,152	69	4167
GALLIARD CAPITAL MANAGEMENT 800 Lasalle Ave. Ste 1400 Minneapolis, MN, 55402-2054	$85,511,782,543	279	102
RBC GLOBAL ASSET MANAGEMENT (U.S.) INC. 250 Nicollet Mall, Suite 1550 Minneapolis, MN, 55401-7585	$76,497,109,888	227	193

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