ACCESS SOFTEK ADVISORY SERVICES, LLC
Legal name: ACCESS SOFTEK ADVISORY SERVICES
CRD #299800 SEC #801-116873 NAPERVILLE, IL 510-848-0606
SEC Registered
Total AUM
$6.3M
Discretionary
$5.6M
Employees
4
Clients
--
Accounts
2,012
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 28, 2025
- Branch Offices
- 4
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ALLEN, MARK, NMN | I | SVP OF INVESTMENT PROGRAMS | NA | Control |
| ALLEN, MARK, NMN | I | SVP OF INVESTMENT PROGRAMS | NA | Control |
| ALLEN, MARK, NMN | I | SVP OF INVESTMENT PROGRAMS | NA | Control |
| ALLEN, MARK, NMN | I | SVP OF INVESTMENT PROGRAMS | NA | Control |
| ALLEN, MARK, NMN | I | SVP OF INVESTMENT PROGRAMS | NA | Control |
| ALLEN, MARK, NMN | I | SVP OF INVESTMENT PROGRAMS | NA | Control |
| ALLEN, MARK, NMN | I | SVP OF INVESTMENT PROGRAMS | NA | Control |
| ALLEN, MARK, NMN | I | SVP OF INVESTMENT PROGRAMS | NA | Control |
| ALLEN, MARK, NMN | I | SVP OF INVESTMENT PROGRAMS | NA | Control |
| ALLEN, MARK, NMN | I | SVP OF INVESTMENT PROGRAMS | NA | Control |
| ALLEN, MARK, NMN | I | SVP OF INVESTMENT PROGRAMS | NA | Control |
| ALLEN, MARK, NMN | I | SVP OF INVESTMENT PROGRAMS | NA | Control |
| ALLEN, MARK, NMN | I | SVP OF INVESTMENT PROGRAMS | NA | Control |
| ALLEN, MARK, NMN | I | SVP OF INVESTMENT PROGRAMS | NA | Control |
| ALLEN, MARK, NMN | I | SVP OF INVESTMENT PROGRAMS | NA | Control |
| DONER, CHRISTOPHER, GEORGE PATRICK | I | MANAGING MEMBER | NA | Control |
| DONER, CHRISTOPHER, GEORGE PATRICK | I | MANAGING MEMBER | NA | Control |
| DONER, CHRISTOPHER, GEORGE PATRICK | I | MANAGING MEMBER | NA | Control |
| DONER, CHRISTOPHER, GEORGE PATRICK | I | MANAGING MEMBER | NA | Control |
| DONER, CHRISTOPHER, GEORGE PATRICK | I | MANAGING MEMBER | NA | Control |
| DONER, CHRISTOPHER, GEORGE PATRICK | I | MANAGING MEMBER | NA | Control |
| DONER, CHRISTOPHER, GEORGE PATRICK | I | MANAGING MEMBER | NA | Control |
| DONER, CHRISTOPHER, GEORGE PATRICK | I | MANAGING MEMBER | NA | Control |
| DONER, CHRISTOPHER, GEORGE PATRICK | I | MANAGING MEMBER | NA | Control |
| DONER, CHRISTOPHER, GEORGE PATRICK | I | MANAGING MEMBER | NA | Control |
| DONER, CHRISTOPHER, GEORGE PATRICK | I | MANAGING MEMBER | NA | Control |
| DONER, CHRISTOPHER, GEORGE PATRICK | I | MANAGING MEMBER | NA | Control |
| DONER, CHRISTOPHER, GEORGE PATRICK | I | MANAGING MEMBER | NA | Control |
| DONER, CHRISTOPHER, GEORGE PATRICK | I | MANAGING MEMBER | NA | Control |
| DONER, CHRISTOPHER, GEORGE PATRICK | I | MANAGING MEMBER | NA | Control |
| DONER, CHRISTOPHER, GEORGE PATRICK | I | MANAGING MEMBER | NA | Control |
| KEPPLER, TESS, KATHERINE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KEPPLER, TESS, KATHERINE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KEPPLER, TESS, KATHERINE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KEPPLER, TESS, KATHERINE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KEPPLER, TESS, KATHERINE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KEPPLER, TESS, KATHERINE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| VISCONTI, FRANCESCA, ELAINA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| VISCONTI, FRANCESCA, ELAINA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| VISCONTI, FRANCESCA, ELAINA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| VISCONTI, FRANCESCA, ELAINA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| VISCONTI, FRANCESCA, ELAINA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| VISCONTI, FRANCESCA, ELAINA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| VISCONTI, FRANCESCA, ELAINA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| VISCONTI, FRANCESCA, ELAINA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| VISCONTI, FRANCESCA, ELAINA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| VISCONTI, FRANCESCA, ELAINA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ACCESS SOFTEK, INC. | DE | MEMBER | E | Control |
| ACCESS SOFTEK, INC. | DE | MEMBER | E | Control |
| ACCESS SOFTEK, INC. | DE | MEMBER | E | Control |
| ACCESS SOFTEK, INC. | DE | MEMBER | E | Control |
| ACCESS SOFTEK, INC. | DE | MEMBER | E | Control |
| ACCESS SOFTEK, INC. | DE | MEMBER | E | Control |
| ACCESS SOFTEK, INC. | DE | MEMBER | E | Control |
| ACCESS SOFTEK, INC. | DE | MEMBER | E | Control |
| ACCESS SOFTEK, INC. | DE | MEMBER | E | Control |
| ACCESS SOFTEK, INC. | DE | MEMBER | E | Control |
| ACCESS SOFTEK, INC. | DE | MEMBER | E | Control |
| ACCESS SOFTEK, INC. | DE | MEMBER | E | Control |
| ACCESS SOFTEK, INC. | DE | MEMBER | E | Control |
| ACCESS SOFTEK, INC. | DE | MEMBER | E | Control |
| ACCESS SOFTEK, INC. | DE | MEMBER | E | Control |
| ACCESS SOFTEK, INC. | DE | MEMBER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| DONER, CHRISTOPHER, GEORGE PATRICK | I | THE DONER FAMILY IRREVOCABLE TRUST | F | Control |
| DONER, CHRISTOPHER, GEORGE PATRICK | I | THE DONER FAMILY IRREVOCABLE TRUST | F | Control |
| DONER, CHRISTOPHER, GEORGE PATRICK | I | THE DONER FAMILY IRREVOCABLE TRUST | F | Control |
| DONER, CHRISTOPHER, GEORGE PATRICK | I | THE DONER FAMILY IRREVOCABLE TRUST | F | Control |
| DONER, CHRISTOPHER, GEORGE PATRICK | I | THE DONER FAMILY IRREVOCABLE TRUST | F | Control |
| DONER, CHRISTOPHER, GEORGE PATRICK | I | THE DONER FAMILY IRREVOCABLE TRUST | F | Control |
| DONER, CHRISTOPHER, GEORGE PATRICK | I | THE DONER FAMILY IRREVOCABLE TRUST | F | Control |
| DONER, CHRISTOPHER, GEORGE PATRICK | I | THE DONER FAMILY IRREVOCABLE TRUST | F | Control |
| DONER, CHRISTOPHER, GEORGE PATRICK | I | THE DONER FAMILY IRREVOCABLE TRUST | F | Control |
| DONER, CHRISTOPHER, GEORGE PATRICK | I | THE DONER FAMILY IRREVOCABLE TRUST | F | Control |
| DONER, CHRISTOPHER, GEORGE PATRICK | I | THE DONER FAMILY IRREVOCABLE TRUST | F | Control |
| DONER, CHRISTOPHER, GEORGE PATRICK | I | THE DONER FAMILY IRREVOCABLE TRUST | F | Control |
| DONER, CHRISTOPHER, GEORGE PATRICK | I | THE DONER FAMILY IRREVOCABLE TRUST | F | Control |
| DONER, CHRISTOPHER, GEORGE PATRICK | I | THE DONER FAMILY IRREVOCABLE TRUST | F | Control |
| DONER, CHRISTOPHER, GEORGE PATRICK | I | THE DONER FAMILY IRREVOCABLE TRUST | F | Control |
| DONER, CHRISTOPHER, GEORGE PATRICK | I | ACCESS SOFTEK, INC. | E | Control |
| DONER, CHRISTOPHER, GEORGE PATRICK | I | ACCESS SOFTEK, INC. | E | Control |
| DONER, CHRISTOPHER, GEORGE PATRICK | I | ACCESS SOFTEK, INC. | E | Control |
| DONER, CHRISTOPHER, GEORGE PATRICK | I | ACCESS SOFTEK, INC. | E | Control |
| DONER, CHRISTOPHER, GEORGE PATRICK | I | ACCESS SOFTEK, INC. | E | Control |
| DONER, CHRISTOPHER, GEORGE PATRICK | I | ACCESS SOFTEK, INC. | E | Control |
| DONER, CHRISTOPHER, GEORGE PATRICK | I | ACCESS SOFTEK, INC. | E | Control |
| DONER, CHRISTOPHER, GEORGE PATRICK | I | ACCESS SOFTEK, INC. | E | Control |
| DONER, CHRISTOPHER, GEORGE PATRICK | I | ACCESS SOFTEK, INC. | E | Control |
| DONER, CHRISTOPHER, GEORGE PATRICK | I | ACCESS SOFTEK, INC. | E | Control |
| DONER, CHRISTOPHER, GEORGE PATRICK | I | ACCESS SOFTEK, INC. | E | Control |
| DONER, CHRISTOPHER, GEORGE PATRICK | I | ACCESS SOFTEK, INC. | E | Control |
| DONER, CHRISTOPHER, GEORGE PATRICK | I | ACCESS SOFTEK, INC. | E | Control |
| DONER, CHRISTOPHER, GEORGE PATRICK | I | ACCESS SOFTEK, INC. | E | Control |
| DONER, CHRISTOPHER, GEORGE PATRICK | I | ACCESS SOFTEK, INC. | E | Control |
| THE DONER FAMILY IRREVOCABLE TRUST | DE | ACCESS SOFTEK, INC. | C | Control |
| THE DONER FAMILY IRREVOCABLE TRUST | DE | ACCESS SOFTEK, INC. | C | Control |
| THE DONER FAMILY IRREVOCABLE TRUST | DE | ACCESS SOFTEK, INC. | C | Control |
| THE DONER FAMILY IRREVOCABLE TRUST | DE | ACCESS SOFTEK, INC. | C | Control |
| THE DONER FAMILY IRREVOCABLE TRUST | DE | ACCESS SOFTEK, INC. | C | Control |
| THE DONER FAMILY IRREVOCABLE TRUST | DE | ACCESS SOFTEK, INC. | C | Control |
| THE DONER FAMILY IRREVOCABLE TRUST | DE | ACCESS SOFTEK, INC. | C | Control |
| THE DONER FAMILY IRREVOCABLE TRUST | DE | ACCESS SOFTEK, INC. | C | Control |
| THE DONER FAMILY IRREVOCABLE TRUST | DE | ACCESS SOFTEK, INC. | C | Control |
| THE DONER FAMILY IRREVOCABLE TRUST | DE | ACCESS SOFTEK, INC. | C | Control |
| THE DONER FAMILY IRREVOCABLE TRUST | DE | ACCESS SOFTEK, INC. | C | Control |
| THE DONER FAMILY IRREVOCABLE TRUST | DE | ACCESS SOFTEK, INC. | C | Control |
| THE DONER FAMILY IRREVOCABLE TRUST | DE | ACCESS SOFTEK, INC. | C | Control |
| THE DONER FAMILY IRREVOCABLE TRUST | DE | ACCESS SOFTEK, INC. | C | Control |
| THE DONER FAMILY IRREVOCABLE TRUST | DE | ACCESS SOFTEK, INC. | C | Control |
Registrations
Federal
IA
Feb 28, 2025 REGISTERED
Notice Filings (35)
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Address
1807 W DIEHL ROADSUITE 220
NAPERVILLE, IL 60563
United States
Phone: 510-848-0606