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).

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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL

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