ACCESS FINANCIAL SERVICES, INC.
CRD #115361 SEC #801-66457 MINNEAPOLIS, MN 952-885-2732
SEC Registered
Total AUM
$421.6M
Discretionary
$421.6M
Employees
12
Clients
101
Accounts
824
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $421.6M | $421.6M | $0 | 12 | 2 |
| Feb 2025 | $421.6M | $421.6M | $0 | 11 | 2 |
| Oct 2024 | $403.9M | $403.6M | $277K | 11 | 6 |
| Feb 2024 | $361.9M | $361.7M | $231.9K | 11 | 6 |
| Feb 2023 | $314.7M | $314.5M | $255.1K | 11 | 5 |
| Feb 2022 | $345.5M | $343.3M | $2.3M | 11 | 17 |
| Dec 2021 | $311.6M | $311.1M | $527.7K | 11 | 7 |
| Aug 2021 | $311.6M | $311.1M | $527.7K | 12 | 7 |
| Mar 2021 | $311.6M | $311.1M | $527.7K | 12 | 7 |
| Jun 2020 | $304.8M | $304.4M | $447.4K | 8 | 2 |
| Jun 2020 | $304.8M | $304.4M | $447.4K | 8 | 2 |
| May 2020 | $304.8M | $304.4M | $447.4K | 8 | 2 |
| Feb 2020 | $304.8M | $304.4M | $447.4K | 8 | 2 |
| Dec 2019 | $273.6M | $273.2M | $396.7K | 8 | 7 |
| Aug 2019 | $273.6M | $273.2M | $396.7K | 8 | 7 |
| Apr 2019 | $273.6M | $273.2M | $396.7K | 9 | 7 |
| Apr 2019 | $273.6M | $273.2M | $396.7K | 9 | 7 |
| Mar 2019 | $258.2M | $257.8M | $356.5K | 8 | 7 |
| Feb 2018 | $238.3M | $237.9M | $406.1K | 8 | 7 |
| Sep 2017 | $222.3M | $221.9M | $381.3K | 10 | 269 |
| Mar 2017 | $197.4M | $197.1M | $342.8K | 9 | 269 |
| Jan 2017 | $178.5M | $177.8M | $649.9K | 9 | 257 |
| Feb 2016 | $178.5M | $177.8M | $649.9K | 10 | 257 |
| Feb 2016 | $178.5M | $177.8M | $649.9K | 10 | 257 |
| Dec 2015 | $190.5M | $187.6M | $2.9M | 13 | 260 |
| Nov 2015 | $190.5M | $187.6M | $2.9M | 12 | 260 |
| Feb 2015 | $189M | $186M | $2.9M | 12 | 260 |
| Jan 2015 | $189M | $186M | $2.9M | 12 | 260 |
| Dec 2014 | $192.1M | $189.2M | $2.9M | 11 | 262 |
| Aug 2014 | $188M | $185.1M | $2.9M | 11 | 262 |
| Mar 2014 | $164.9M | $161.5M | $3.3M | 11 | 262 |
| Feb 2014 | $164.9M | $161.5M | $3.3M | 11 | 262 |
| Dec 2013 | $151.4M | $148.7M | $2.7M | 10 | 300 |
| Feb 2013 | $151.4M | $148.7M | $2.7M | 10 | 300 |
| Nov 2012 | $154.3M | $151.6M | $2.8M | 9 | 300 |
| Nov 2012 | $154.3M | $151.6M | $2.8M | 9 | 300 |
| Jun 2012 | $141.7M | $139M | $2.7M | 6 | 300 |
| Feb 2012 | $141.7M | $139M | $2.7M | 6 | 300 |
| Feb 2012 | $141.7M | $139M | $2.7M | 6 | 300 |
| Feb 2009 | $111M | $108.4M | $2.6M | 10 | -- |
| Mar 2008 | $136.2M | $131.1M | $5.1M | 10 | -- |
| Mar 2007 | $110.1M | $107.6M | $2.5M | 10 | -- |
| Mar 2006 | $49M | $49M | $0 | 10 | -- |
DateSep 2025
Total AUM$421.6M
Discretionary$421.6M
Non-Disc.$0
Employees12
Clients2
DateFeb 2025
Total AUM$421.6M
Discretionary$421.6M
Non-Disc.$0
Employees11
Clients2
DateOct 2024
Total AUM$403.9M
Discretionary$403.6M
Non-Disc.$277K
Employees11
Clients6
DateFeb 2024
Total AUM$361.9M
Discretionary$361.7M
Non-Disc.$231.9K
Employees11
Clients6
DateFeb 2023
Total AUM$314.7M
Discretionary$314.5M
Non-Disc.$255.1K
Employees11
Clients5
DateFeb 2022
Total AUM$345.5M
Discretionary$343.3M
Non-Disc.$2.3M
Employees11
Clients17
DateDec 2021
Total AUM$311.6M
Discretionary$311.1M
Non-Disc.$527.7K
Employees11
Clients7
DateAug 2021
Total AUM$311.6M
Discretionary$311.1M
Non-Disc.$527.7K
Employees12
Clients7
DateMar 2021
Total AUM$311.6M
Discretionary$311.1M
Non-Disc.$527.7K
Employees12
Clients7
DateJun 2020
Total AUM$304.8M
Discretionary$304.4M
Non-Disc.$447.4K
Employees8
Clients2
DateJun 2020
Total AUM$304.8M
Discretionary$304.4M
Non-Disc.$447.4K
Employees8
Clients2
DateMay 2020
Total AUM$304.8M
Discretionary$304.4M
Non-Disc.$447.4K
Employees8
Clients2
DateFeb 2020
Total AUM$304.8M
Discretionary$304.4M
Non-Disc.$447.4K
Employees8
Clients2
DateDec 2019
Total AUM$273.6M
Discretionary$273.2M
Non-Disc.$396.7K
Employees8
Clients7
DateAug 2019
Total AUM$273.6M
Discretionary$273.2M
Non-Disc.$396.7K
Employees8
Clients7
DateApr 2019
Total AUM$273.6M
Discretionary$273.2M
Non-Disc.$396.7K
Employees9
Clients7
DateApr 2019
Total AUM$273.6M
Discretionary$273.2M
Non-Disc.$396.7K
Employees9
Clients7
DateMar 2019
Total AUM$258.2M
Discretionary$257.8M
Non-Disc.$356.5K
Employees8
Clients7
DateFeb 2018
Total AUM$238.3M
Discretionary$237.9M
Non-Disc.$406.1K
Employees8
Clients7
DateSep 2017
Total AUM$222.3M
Discretionary$221.9M
Non-Disc.$381.3K
Employees10
Clients269
DateMar 2017
Total AUM$197.4M
Discretionary$197.1M
Non-Disc.$342.8K
Employees9
Clients269
DateJan 2017
Total AUM$178.5M
Discretionary$177.8M
Non-Disc.$649.9K
Employees9
Clients257
DateFeb 2016
Total AUM$178.5M
Discretionary$177.8M
Non-Disc.$649.9K
Employees10
Clients257
DateFeb 2016
Total AUM$178.5M
Discretionary$177.8M
Non-Disc.$649.9K
Employees10
Clients257
DateDec 2015
Total AUM$190.5M
Discretionary$187.6M
Non-Disc.$2.9M
Employees13
Clients260
DateNov 2015
Total AUM$190.5M
Discretionary$187.6M
Non-Disc.$2.9M
Employees12
Clients260
DateFeb 2015
Total AUM$189M
Discretionary$186M
Non-Disc.$2.9M
Employees12
Clients260
DateJan 2015
Total AUM$189M
Discretionary$186M
Non-Disc.$2.9M
Employees12
Clients260
DateDec 2014
Total AUM$192.1M
Discretionary$189.2M
Non-Disc.$2.9M
Employees11
Clients262
DateAug 2014
Total AUM$188M
Discretionary$185.1M
Non-Disc.$2.9M
Employees11
Clients262
DateMar 2014
Total AUM$164.9M
Discretionary$161.5M
Non-Disc.$3.3M
Employees11
Clients262
DateFeb 2014
Total AUM$164.9M
Discretionary$161.5M
Non-Disc.$3.3M
Employees11
Clients262
DateDec 2013
Total AUM$151.4M
Discretionary$148.7M
Non-Disc.$2.7M
Employees10
Clients300
DateFeb 2013
Total AUM$151.4M
Discretionary$148.7M
Non-Disc.$2.7M
Employees10
Clients300
DateNov 2012
Total AUM$154.3M
Discretionary$151.6M
Non-Disc.$2.8M
Employees9
Clients300
DateNov 2012
Total AUM$154.3M
Discretionary$151.6M
Non-Disc.$2.8M
Employees9
Clients300
DateJun 2012
Total AUM$141.7M
Discretionary$139M
Non-Disc.$2.7M
Employees6
Clients300
DateFeb 2012
Total AUM$141.7M
Discretionary$139M
Non-Disc.$2.7M
Employees6
Clients300
DateFeb 2012
Total AUM$141.7M
Discretionary$139M
Non-Disc.$2.7M
Employees6
Clients300
DateFeb 2009
Total AUM$111M
Discretionary$108.4M
Non-Disc.$2.6M
Employees10
Clients--
DateMar 2008
Total AUM$136.2M
Discretionary$131.1M
Non-Disc.$5.1M
Employees10
Clients--
DateMar 2007
Total AUM$110.1M
Discretionary$107.6M
Non-Disc.$2.5M
Employees10
Clients--
DateMar 2006
Total AUM$49M
Discretionary$49M
Non-Disc.$0
Employees10
Clients--