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
25 North St., Dublin, OH 43017
https://twitter.com/nishadparmar
By the Numbers
  • Total Assets Under Management
    21
    MILLION
  • Total Number of Accounts
    410
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

OH, TX

Financial Advisors at Access Wealth Group, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Jonathan Gurney, financial advisor Dublin OH
Jonathan M. Gurney
CRD#: 5829803
25 North St., Dublin, OH 43017

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, financial advisor Hilliard OH
Makinley R. Cramer
CRD#: 7550552
Hilliard, OH

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.

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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