RIA Intel›Advisers›Illinois›ACCESS SOFTEK ADVISORY SERVICES, LLC

ACCESS SOFTEK ADVISORY SERVICES, LLC

Advisory

N·NAPERVILLE, IL

Data as of Feb 5, 2026 · Source: SEC Form ADV

Total AUM
$6M
1-Year AUM Growth
+109.5%
3-Year CAGR
+40.8%
Employees
4
Assets Under Management
Total AUM$6M
Discretionary AUM$6M
Non-Discretionary AUM$639K
Discretionary %89.8%
Total Clients1,996
Team
Total Employees4
Investment Advisers4
Employee Growth (1Y)-50.0%
Filing History
Total Filings on Record15
First FilingMay 30, 2019
Latest FilingFeb 5, 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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