Access Wealth Group, LLC
Access Wealth Group, LLC (CRD# 327982) is a financial advisory firm headquartered in Dublin, OH. They manage $21,090,000 in 410 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management21MILLION
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Total Number of Accounts410ACCOUNTS
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Average Account Value$51,439
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
OH, TX
Financial Advisors at Access Wealth Group, LLC
1
Jonathan Gurney (CRD# 5829803) is an Investment Advisor Representative working at Access Wealth Group, LLC in Dublin, OH and has over 12 years of experience in the finance industry.
2
Makinley Cramer (CRD# 7550552) is an Investment Advisor Representative working at Access Wealth Group, LLC in Hilliard, OH and has 1 year of experience in the finance industry.
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