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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