Access Softek Advisory Services
Access Softek Advisory Services is an SEC-registered mass-market adviser in Naperville, IL with $7.4M assets under management (AUM, regulatory AUM), +18% over one year. See who owns Access Softek Advisory Services: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 299800, SEC 801-116873, data through 2026-02-17.
- AUM (assets under management / regulatory AUM)
- $7.4M (2026-02-17)
- Firm type
- Mass-Market Adviser
- Location
- Naperville, IL
- Employees
- 4
- Clients
- 2,223
- CRD
- 299800
- Ownership
- KEPPLER, TESS, KATHERINE; DONER, CHRISTOPHER, GEORGE PATRICK; VISCONTI, FRANCESCA, ELAINA; ALLEN, MARK, NMN; ACCESS SOFTEK, INC.
How much AUM does Access Softek Advisory Services have?
Access Softek Advisory Services reported $7.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-17).
Who owns Access Softek Advisory Services?
Disclosed owners and executives of Access Softek Advisory Services include KEPPLER, TESS, KATHERINE, DONER, CHRISTOPHER, GEORGE PATRICK, VISCONTI, FRANCESCA, ELAINA, ALLEN, MARK, NMN, ACCESS SOFTEK, INC.. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.