Access Financial Group, INC.

Assets Under Management

$272.3M

Number of Clients

279

Number of Advisors

2

Average Client AUM

$976K

AUM per Advisor

$136.2M

Compensation

Fee-Only (AUM)

About This Firm

Access Financial Group, Inc. (AFG) offers investment advisory services to businesses, primarily cemeteries and funeral homes, and to individual clients. For individuals, AFG provides investment supervisory services on a discretionary basis, tailoring investments to the client's risk profile and goals. Securities transactions are handled through Raymond James & Associates, Inc.

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only
Areas of Practice
Investment Management
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Location

118 N. Clinton Street, Suite 450, Chicago, IL, 60661

2 Advisors at this firm