Access Fiduciary Services, LLC
Access Fiduciary Services, LLC is an SEC-registered ria with $466.2M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Access Fiduciary Services, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 311558, data through 2026-05-21.
- AUM (assets under management / regulatory AUM)
- $466.2M (2026-05-21)
- Firm type
- Ria
- Employees
- 3
- Clients
- 6
- CRD
- 311558
- Ownership
- ACCESS RETIREMENT SOLUTIONS, LLC; HALLORAN, MICHAEL, ANTHONY; Miller, Heath
How much AUM does Access Fiduciary Services, LLC have?
Access Fiduciary Services, LLC reported $466.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-21).
Who owns Access Fiduciary Services, LLC?
Disclosed owners and executives of Access Fiduciary Services, LLC include ACCESS RETIREMENT SOLUTIONS, LLC, HALLORAN, MICHAEL, ANTHONY, Miller, Heath. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.