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
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $6.3M | $5.6M | $639.4K | 4 | 42 |
| Mar 2024 | $3.5M | $3.5M | $2K | 2 | 53 |
| Sep 2023 | $2.5M | $2.5M | $0 | 3 | 0 |
| Aug 2023 | $2.5M | $2.5M | $0 | 3 | 0 |
| Jan 2023 | $2.5M | $2.5M | $0 | 3 | 0 |
| Oct 2022 | $1.1M | $1.1M | $0 | 4 | 0 |
| Feb 2022 | $1.1M | $1.1M | $0 | 4 | 0 |
| Nov 2021 | $111.5K | $111.5K | $0 | 4 | 0 |
| Aug 2021 | $111.5K | $111.5K | $0 | 4 | 0 |
| Jun 2021 | $111.5K | $111.5K | $0 | 4 | 0 |
| Mar 2021 | $111.5K | $111.5K | $0 | 4 | 0 |
| Jun 2020 | $0 | $0 | $0 | 3 | 0 |
| Mar 2020 | $0 | $0 | $0 | 3 | 0 |
| Jan 2020 | $0 | $0 | $0 | 3 | 0 |
| May 2019 | $0 | $0 | $0 | 3 | 0 |
DateFeb 2025
Total AUM$6.3M
Discretionary$5.6M
Non-Disc.$639.4K
Employees4
Clients42
DateMar 2024
Total AUM$3.5M
Discretionary$3.5M
Non-Disc.$2K
Employees2
Clients53
DateSep 2023
Total AUM$2.5M
Discretionary$2.5M
Non-Disc.$0
Employees3
Clients0
DateAug 2023
Total AUM$2.5M
Discretionary$2.5M
Non-Disc.$0
Employees3
Clients0
DateJan 2023
Total AUM$2.5M
Discretionary$2.5M
Non-Disc.$0
Employees3
Clients0
DateOct 2022
Total AUM$1.1M
Discretionary$1.1M
Non-Disc.$0
Employees4
Clients0
DateFeb 2022
Total AUM$1.1M
Discretionary$1.1M
Non-Disc.$0
Employees4
Clients0
DateNov 2021
Total AUM$111.5K
Discretionary$111.5K
Non-Disc.$0
Employees4
Clients0
DateAug 2021
Total AUM$111.5K
Discretionary$111.5K
Non-Disc.$0
Employees4
Clients0
DateJun 2021
Total AUM$111.5K
Discretionary$111.5K
Non-Disc.$0
Employees4
Clients0
DateMar 2021
Total AUM$111.5K
Discretionary$111.5K
Non-Disc.$0
Employees4
Clients0
DateJun 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateMar 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateJan 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateMay 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0