Access Financial Services, Inc.
Access Financial Services, Inc. is an SEC-registered wealth manager in Minneapolis, MN with $437.8M assets under management (AUM, regulatory AUM), +4% over one year. See who owns Access Financial Services, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 115361, SEC 801-66457, data through 2026-02-12.
- AUM (assets under management / regulatory AUM)
- $437.8M (2026-02-12)
- Firm type
- Wealth Manager
- Location
- Minneapolis, MN
- Employees
- 10
- Clients
- 322
- CRD
- 115361
- Ownership
- KAIRIES, BRANT, TERRANCE; GAVIC, ANGELLA, JEANNE; KAIRIES, STEPHEN, EDWARD; JESKA, JOAN, ELIZABETH; KAIRIES, ANGELLA, JEANNE
How much AUM does Access Financial Services, Inc. have?
Access Financial Services, Inc. reported $437.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-12).
Who owns Access Financial Services, Inc.?
Disclosed owners and executives of Access Financial Services, Inc. include KAIRIES, BRANT, TERRANCE, GAVIC, ANGELLA, JEANNE, KAIRIES, STEPHEN, EDWARD, JESKA, JOAN, ELIZABETH, KAIRIES, ANGELLA, JEANNE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.