ACCESS FINANCIAL SERVICES INC
Q1 2025 Form 13-F
MINNEAPOLIS, MINNESOTA
$248.6M Reported Value Total
ACCESS FINANCIAL SERVICES, INC. reports 824 total accounts under management (AUM). There are 824 discretionary accounts valued at $421,585,223, and 0 non-discretionary accounts.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.