FINACCESS ADVISORS, LLC
CRD #150697 SEC #801-71013 MIAMI, FL 305.377.1112
SEC Registered
Total AUM
$4B
Discretionary
$0
Employees
12
Clients
101
Accounts
169
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $4B | $0 | $4B | 12 | 0 |
| Mar 2024 | $4B | $0 | $4B | 12 | 0 |
| Mar 2023 | $4.1B | $0 | $4.1B | 12 | 0 |
| Sep 2022 | $4.4B | $0 | $4.4B | 14 | 0 |
| Aug 2022 | $4.4B | $0 | $4.4B | 14 | 0 |
| Mar 2022 | $4.4B | $0 | $4.4B | 14 | 0 |
| Oct 2021 | $4.6B | $0 | $4.6B | 14 | 0 |
| Mar 2021 | $4.6B | $0 | $4.6B | 14 | 0 |
| Jun 2020 | $4.7B | $0 | $4.7B | 15 | 0 |
| Mar 2020 | $4.7B | $0 | $4.7B | 15 | 0 |
| Mar 2019 | $4.2B | $0 | $4.2B | 16 | 0 |
| Jul 2018 | $4.4B | $0 | $4.4B | 15 | 0 |
| Mar 2018 | $4.4B | $0 | $4.4B | 15 | 0 |
| Mar 2017 | $4.4B | $0 | $4.4B | 12 | 26 |
| May 2016 | $4.4B | $0 | $4.4B | 12 | 26 |
| Mar 2016 | $3.9B | $0 | $3.9B | 12 | 26 |
| Mar 2015 | $4B | $0 | $4B | 14 | 26 |
| Mar 2014 | $4.1B | $0 | $4.1B | 9 | 26 |
| Mar 2013 | $1.6B | $0 | $1.6B | 6 | 26 |
| Aug 2012 | $1.6B | $0 | $1.6B | 1 | 26 |
| Mar 2012 | $1.8B | $64.6M | $1.7B | 1 | 26 |
| May 2011 | $1.8B | $57.2M | $1.7B | 5 | -- |
| Apr 2011 | $1.8B | $57.2M | $1.7B | 5 | -- |
| Dec 2010 | $1.6B | $57.4M | $1.6B | 10 | -- |
| Jan 2010 | $96.9M | $53.6M | $43.3M | 5 | -- |
DateMar 2025
Total AUM$4B
Discretionary$0
Non-Disc.$4B
Employees12
Clients0
DateMar 2024
Total AUM$4B
Discretionary$0
Non-Disc.$4B
Employees12
Clients0
DateMar 2023
Total AUM$4.1B
Discretionary$0
Non-Disc.$4.1B
Employees12
Clients0
DateSep 2022
Total AUM$4.4B
Discretionary$0
Non-Disc.$4.4B
Employees14
Clients0
DateAug 2022
Total AUM$4.4B
Discretionary$0
Non-Disc.$4.4B
Employees14
Clients0
DateMar 2022
Total AUM$4.4B
Discretionary$0
Non-Disc.$4.4B
Employees14
Clients0
DateOct 2021
Total AUM$4.6B
Discretionary$0
Non-Disc.$4.6B
Employees14
Clients0
DateMar 2021
Total AUM$4.6B
Discretionary$0
Non-Disc.$4.6B
Employees14
Clients0
DateJun 2020
Total AUM$4.7B
Discretionary$0
Non-Disc.$4.7B
Employees15
Clients0
DateMar 2020
Total AUM$4.7B
Discretionary$0
Non-Disc.$4.7B
Employees15
Clients0
DateMar 2019
Total AUM$4.2B
Discretionary$0
Non-Disc.$4.2B
Employees16
Clients0
DateJul 2018
Total AUM$4.4B
Discretionary$0
Non-Disc.$4.4B
Employees15
Clients0
DateMar 2018
Total AUM$4.4B
Discretionary$0
Non-Disc.$4.4B
Employees15
Clients0
DateMar 2017
Total AUM$4.4B
Discretionary$0
Non-Disc.$4.4B
Employees12
Clients26
DateMay 2016
Total AUM$4.4B
Discretionary$0
Non-Disc.$4.4B
Employees12
Clients26
DateMar 2016
Total AUM$3.9B
Discretionary$0
Non-Disc.$3.9B
Employees12
Clients26
DateMar 2015
Total AUM$4B
Discretionary$0
Non-Disc.$4B
Employees14
Clients26
DateMar 2014
Total AUM$4.1B
Discretionary$0
Non-Disc.$4.1B
Employees9
Clients26
DateMar 2013
Total AUM$1.6B
Discretionary$0
Non-Disc.$1.6B
Employees6
Clients26
DateAug 2012
Total AUM$1.6B
Discretionary$0
Non-Disc.$1.6B
Employees1
Clients26
DateMar 2012
Total AUM$1.8B
Discretionary$64.6M
Non-Disc.$1.7B
Employees1
Clients26
DateMay 2011
Total AUM$1.8B
Discretionary$57.2M
Non-Disc.$1.7B
Employees5
Clients--
DateApr 2011
Total AUM$1.8B
Discretionary$57.2M
Non-Disc.$1.7B
Employees5
Clients--
DateDec 2010
Total AUM$1.6B
Discretionary$57.4M
Non-Disc.$1.6B
Employees10
Clients--
DateJan 2010
Total AUM$96.9M
Discretionary$53.6M
Non-Disc.$43.3M
Employees5
Clients--