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

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