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ACCESS WEALTH
120 Eagle Rock Avenue
Suite 230
East Hanover, New Jersey 07936
Tel: 973-740-2400
About ACCESS WEALTH
ACCESS WEALTH, formally registered with the SEC as ACCESS WEALTH. The firm was established in 07/01/2001. They have over 1 offices throughout the country.
ACCESS WEALTH is a East Hanover, New Jersey based Financial Planning firm with nearly $403,993,257 assets under management, offering retirement planning & investment advisory services to 978 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 112973 |
| SEC# | 801-60406 |
| Assets Managed by Firm | $403,993,257 |
| No. of Clients | 978 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
- Other (ACCOUNT AGGREGATION SERVICES)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 978 | $403,993,257 |
| Individuals (other than high net worth individuals) | 290 | $93,613,502 |
| High net worth individuals | 114 | $310,379,755 |
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