FINACCESS ADVISORS, LLC

1111 Brickell Avenue
Suite 2600
Miami, Florida 33131
Tel: 305.377.1112

About FINACCESS ADVISORS, LLC

FINACCESS ADVISORS, LLC, formally registered with the SEC as FINACCESS ADVISORS, LLC. The firm was established in 12/17/2009. They have over 1 offices throughout the country.

FINACCESS ADVISORS, LLC is a Miami, Florida based Financial Planning firm with nearly $4,047,021,163 assets under management, offering retirement planning & investment advisory services to 170 clients. The firm is staffed with 12 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	150697
SEC#	801-71013
Assets Managed by Firm	$4,047,021,163
No. of Clients	170
No. of Advisors	12

Fee Structure

A percentage of AUM
Fixed fees
Other (REFERRAL FEES FROM CUSTODIANS)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Other (WEALTH MGMT SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	170	$4,047,021,163
Individuals (other than high net worth individuals)	3	$713,463
High net worth individuals	75	$1,024,680,958
Corporations or other businesses	2	$168,583,369

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