ACCESS INVESTMENT ADVISORS INC
CRD #109006 SEC #801-56436 MANITOWOC, WI 920.683.9901
SEC Registered
Total AUM
$217.9M
Discretionary
$217.9M
Employees
4
Clients
101
Accounts
632
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2024 | $217.9M | $217.9M | $0 | 4 | 0 |
| Jan 2024 | $217.9M | $217.9M | $0 | 4 | 0 |
| Feb 2023 | $204.4M | $204.4M | $0 | 5 | 0 |
| Feb 2023 | $204.4M | $204.4M | $0 | 5 | 0 |
| Mar 2022 | $186.1M | $186.1M | $0 | 5 | 0 |
| Mar 2022 | $186.1M | $186.1M | $0 | 5 | 0 |
| Jul 2021 | $167.1M | $167.1M | $0 | 5 | 0 |
| Jul 2021 | $167.1M | $167.1M | $0 | 5 | 0 |
| Jun 2021 | $167.1M | $167.1M | $0 | 5 | 0 |
| Apr 2021 | $167.1M | $167.1M | $0 | 5 | 0 |
| Apr 2021 | $167.1M | $167.1M | $0 | 5 | 0 |
| Feb 2021 | $167.1M | $167.1M | $0 | 5 | 0 |
| Feb 2021 | $167.1M | $167.1M | $0 | 5 | 0 |
| Jul 2020 | $149.1M | $149.1M | $0 | 5 | 0 |
| Jul 2020 | $149.1M | $149.1M | $0 | 5 | 0 |
| Jul 2020 | $149.1M | $149.1M | $0 | 5 | 0 |
| Jul 2020 | $149.1M | $149.1M | $0 | 5 | 0 |
| Jun 2020 | $149.1M | $149.1M | $0 | 5 | 0 |
| Jun 2020 | $149.1M | $149.1M | $0 | 5 | 0 |
| Jun 2020 | $149.1M | $149.1M | $0 | 5 | 0 |
| Jun 2020 | $149.1M | $149.1M | $0 | 5 | 0 |
| Mar 2020 | $149.1M | $149.1M | $0 | 5 | 0 |
| Feb 2020 | $149.1M | $149.1M | $0 | 5 | 0 |
| Mar 2019 | $155.4M | $155.4M | $0 | 4 | 0 |
| Feb 2019 | $155.4M | $155.4M | $0 | 4 | 0 |
| Feb 2018 | $148.4M | $148.4M | $0 | 6 | 0 |
| Feb 2017 | $130M | $130M | $0 | 5 | 100 |
| Feb 2017 | $130M | $130M | $0 | 5 | 100 |
| Feb 2016 | $118.8M | $118.8M | $0 | 5 | 100 |
| Nov 2015 | $123.3M | $113.5M | $9.9M | 3 | 100 |
| Mar 2015 | $123.3M | $113.5M | $9.9M | 3 | 100 |
| Mar 2014 | $115.5M | $111.5M | $4M | 3 | 100 |
| Jan 2013 | $106.3M | $95.3M | $11M | 3 | 100 |
| Mar 2012 | $104.3M | $92.7M | $11.6M | 1 | 110 |
| Jul 2011 | $105.9M | $78.8M | $27.1M | 5 | -- |
| Jan 2010 | $70.1M | $70.1M | $0 | 5 | -- |
| Sep 2007 | $70M | $70M | $0 | 5 | -- |
| Feb 2007 | $77M | $77M | $0 | 5 | -- |
| Jun 2005 | $42.9M | $42.9M | $0 | 5 | -- |
| Mar 2004 | $39.2M | $39.2M | $0 | 5 | -- |
| May 2002 | $37.7M | $37.7M | $0 | 5 | -- |
DateJan 2024
Total AUM$217.9M
Discretionary$217.9M
Non-Disc.$0
Employees4
Clients0
DateJan 2024
Total AUM$217.9M
Discretionary$217.9M
Non-Disc.$0
Employees4
Clients0
DateFeb 2023
Total AUM$204.4M
Discretionary$204.4M
Non-Disc.$0
Employees5
Clients0
DateFeb 2023
Total AUM$204.4M
Discretionary$204.4M
Non-Disc.$0
Employees5
Clients0
DateMar 2022
Total AUM$186.1M
Discretionary$186.1M
Non-Disc.$0
Employees5
Clients0
DateMar 2022
Total AUM$186.1M
Discretionary$186.1M
Non-Disc.$0
Employees5
Clients0
DateJul 2021
Total AUM$167.1M
Discretionary$167.1M
Non-Disc.$0
Employees5
Clients0
DateJul 2021
Total AUM$167.1M
Discretionary$167.1M
Non-Disc.$0
Employees5
Clients0
DateJun 2021
Total AUM$167.1M
Discretionary$167.1M
Non-Disc.$0
Employees5
Clients0
DateApr 2021
Total AUM$167.1M
Discretionary$167.1M
Non-Disc.$0
Employees5
Clients0
DateApr 2021
Total AUM$167.1M
Discretionary$167.1M
Non-Disc.$0
Employees5
Clients0
DateFeb 2021
Total AUM$167.1M
Discretionary$167.1M
Non-Disc.$0
Employees5
Clients0
DateFeb 2021
Total AUM$167.1M
Discretionary$167.1M
Non-Disc.$0
Employees5
Clients0
DateJul 2020
Total AUM$149.1M
Discretionary$149.1M
Non-Disc.$0
Employees5
Clients0
DateJul 2020
Total AUM$149.1M
Discretionary$149.1M
Non-Disc.$0
Employees5
Clients0
DateJul 2020
Total AUM$149.1M
Discretionary$149.1M
Non-Disc.$0
Employees5
Clients0
DateJul 2020
Total AUM$149.1M
Discretionary$149.1M
Non-Disc.$0
Employees5
Clients0
DateJun 2020
Total AUM$149.1M
Discretionary$149.1M
Non-Disc.$0
Employees5
Clients0
DateJun 2020
Total AUM$149.1M
Discretionary$149.1M
Non-Disc.$0
Employees5
Clients0
DateJun 2020
Total AUM$149.1M
Discretionary$149.1M
Non-Disc.$0
Employees5
Clients0
DateJun 2020
Total AUM$149.1M
Discretionary$149.1M
Non-Disc.$0
Employees5
Clients0
DateMar 2020
Total AUM$149.1M
Discretionary$149.1M
Non-Disc.$0
Employees5
Clients0
DateFeb 2020
Total AUM$149.1M
Discretionary$149.1M
Non-Disc.$0
Employees5
Clients0
DateMar 2019
Total AUM$155.4M
Discretionary$155.4M
Non-Disc.$0
Employees4
Clients0
DateFeb 2019
Total AUM$155.4M
Discretionary$155.4M
Non-Disc.$0
Employees4
Clients0
DateFeb 2018
Total AUM$148.4M
Discretionary$148.4M
Non-Disc.$0
Employees6
Clients0
DateFeb 2017
Total AUM$130M
Discretionary$130M
Non-Disc.$0
Employees5
Clients100
DateFeb 2017
Total AUM$130M
Discretionary$130M
Non-Disc.$0
Employees5
Clients100
DateFeb 2016
Total AUM$118.8M
Discretionary$118.8M
Non-Disc.$0
Employees5
Clients100
DateNov 2015
Total AUM$123.3M
Discretionary$113.5M
Non-Disc.$9.9M
Employees3
Clients100
DateMar 2015
Total AUM$123.3M
Discretionary$113.5M
Non-Disc.$9.9M
Employees3
Clients100
DateMar 2014
Total AUM$115.5M
Discretionary$111.5M
Non-Disc.$4M
Employees3
Clients100
DateJan 2013
Total AUM$106.3M
Discretionary$95.3M
Non-Disc.$11M
Employees3
Clients100
DateMar 2012
Total AUM$104.3M
Discretionary$92.7M
Non-Disc.$11.6M
Employees1
Clients110
DateJul 2011
Total AUM$105.9M
Discretionary$78.8M
Non-Disc.$27.1M
Employees5
Clients--
DateJan 2010
Total AUM$70.1M
Discretionary$70.1M
Non-Disc.$0
Employees5
Clients--
DateSep 2007
Total AUM$70M
Discretionary$70M
Non-Disc.$0
Employees5
Clients--
DateFeb 2007
Total AUM$77M
Discretionary$77M
Non-Disc.$0
Employees5
Clients--
DateJun 2005
Total AUM$42.9M
Discretionary$42.9M
Non-Disc.$0
Employees5
Clients--
DateMar 2004
Total AUM$39.2M
Discretionary$39.2M
Non-Disc.$0
Employees5
Clients--
DateMay 2002
Total AUM$37.7M
Discretionary$37.7M
Non-Disc.$0
Employees5
Clients--