Be advised. This firm is no longer registered.

Access Fund Management, LLC

Access Fund Management, LLC (CRD# 125247) is a financial advisory firm headquartered in Palm Harbor, FL. They manage $34,428,653 in 25 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
4114 Woodlands Blvd, Suite 303, Palm Harbor, FL 34685
By the Numbers
  • Total Assets Under Management
    34
    MILLION
  • Total Number of Accounts
    25
    ACCOUNTS
  • Average Account Value
    $1,377,146
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at Access Fund Management, LLC
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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