RIA Intel›Advisers›Minnesota›ACCESS FINANCIAL SERVICES, INC.

ACCESS FINANCIAL SERVICES, INC.

Advisory

N·MINNEAPOLIS, MN

Data as of Feb 12, 2026 · Source: SEC Form ADV

Total AUM
$438M
1-Year AUM Growth
+11.6%
3-Year CAGR
+8.6%
Employees
4
Assets Under Management
Total AUM$438M
Discretionary AUM$438M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients306
Team
Total Employees4
Investment Advisers10
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record46
First FilingMar 14, 2006
Latest FilingFeb 12, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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