ACCESS FINANCIAL GROUP, INC.
CRD #33065 SEC #801-48092 CHICAGO, IL 312-655-8200
SEC Registered Broker-Dealer
Total AUM
$272.3M
Discretionary
$269.1M
Employees
6
Clients
--
Accounts
288
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $272.3M | $269.1M | $3.2M | 6 | 0 |
| Mar 2024 | $269M | $264.3M | $4.7M | 6 | 0 |
| Jul 2023 | $257M | $252.8M | $4.2M | 6 | 0 |
| Mar 2023 | $257M | $252.8M | $4.2M | 6 | 0 |
| Mar 2022 | $313.4M | $308.5M | $5M | 6 | 0 |
| Mar 2021 | $312.3M | $308M | $4.4M | 6 | 0 |
| Jun 2020 | $320.7M | $316.7M | $4.1M | 6 | 0 |
| Mar 2020 | $320.7M | $316.7M | $4.1M | 6 | 0 |
| Mar 2019 | $303.1M | $299.7M | $3.3M | 6 | 0 |
| Mar 2018 | $309.7M | $306.1M | $3.6M | 6 | 276 |
| Mar 2017 | $327.3M | $325.4M | $1.9M | 6 | 300 |
| Jun 2016 | $327.3M | $325.4M | $1.9M | 6 | 300 |
| Jun 2016 | $327.3M | $325.4M | $1.9M | 6 | 300 |
| Jun 2015 | $323.9M | $323.9M | $0 | 6 | 300 |
| Jun 2014 | $302.1M | $302.1M | $0 | 17 | 300 |
| Sep 2013 | $301.5M | $301.5M | $0 | 6 | 500 |
| Jun 2013 | $301.5M | $301.5M | $0 | 6 | 500 |
| Jul 2012 | $283.4M | $283.4M | $0 | 6 | 500 |
| Jun 2012 | $283.4M | $283.4M | $0 | 6 | 500 |
| Mar 2012 | $283.4M | $283.4M | $0 | 6 | 500 |
| Jan 2012 | $263.4M | $263.4M | $0 | 6 | 500 |
| Jun 2011 | $263.4M | $263.4M | $0 | 10 | -- |
| Jun 2010 | $257.6M | $257.6M | $0 | 10 | -- |
| Oct 2007 | $221M | $221M | $0 | 10 | -- |
| Sep 2005 | $200M | $200M | $0 | -- | -- |
| Jul 2004 | $200M | $200M | $0 | -- | -- |
| Jun 2004 | $200M | $200M | $0 | -- | -- |
DateFeb 2025
Total AUM$272.3M
Discretionary$269.1M
Non-Disc.$3.2M
Employees6
Clients0
DateMar 2024
Total AUM$269M
Discretionary$264.3M
Non-Disc.$4.7M
Employees6
Clients0
DateJul 2023
Total AUM$257M
Discretionary$252.8M
Non-Disc.$4.2M
Employees6
Clients0
DateMar 2023
Total AUM$257M
Discretionary$252.8M
Non-Disc.$4.2M
Employees6
Clients0
DateMar 2022
Total AUM$313.4M
Discretionary$308.5M
Non-Disc.$5M
Employees6
Clients0
DateMar 2021
Total AUM$312.3M
Discretionary$308M
Non-Disc.$4.4M
Employees6
Clients0
DateJun 2020
Total AUM$320.7M
Discretionary$316.7M
Non-Disc.$4.1M
Employees6
Clients0
DateMar 2020
Total AUM$320.7M
Discretionary$316.7M
Non-Disc.$4.1M
Employees6
Clients0
DateMar 2019
Total AUM$303.1M
Discretionary$299.7M
Non-Disc.$3.3M
Employees6
Clients0
DateMar 2018
Total AUM$309.7M
Discretionary$306.1M
Non-Disc.$3.6M
Employees6
Clients276
DateMar 2017
Total AUM$327.3M
Discretionary$325.4M
Non-Disc.$1.9M
Employees6
Clients300
DateJun 2016
Total AUM$327.3M
Discretionary$325.4M
Non-Disc.$1.9M
Employees6
Clients300
DateJun 2016
Total AUM$327.3M
Discretionary$325.4M
Non-Disc.$1.9M
Employees6
Clients300
DateJun 2015
Total AUM$323.9M
Discretionary$323.9M
Non-Disc.$0
Employees6
Clients300
DateJun 2014
Total AUM$302.1M
Discretionary$302.1M
Non-Disc.$0
Employees17
Clients300
DateSep 2013
Total AUM$301.5M
Discretionary$301.5M
Non-Disc.$0
Employees6
Clients500
DateJun 2013
Total AUM$301.5M
Discretionary$301.5M
Non-Disc.$0
Employees6
Clients500
DateJul 2012
Total AUM$283.4M
Discretionary$283.4M
Non-Disc.$0
Employees6
Clients500
DateJun 2012
Total AUM$283.4M
Discretionary$283.4M
Non-Disc.$0
Employees6
Clients500
DateMar 2012
Total AUM$283.4M
Discretionary$283.4M
Non-Disc.$0
Employees6
Clients500
DateJan 2012
Total AUM$263.4M
Discretionary$263.4M
Non-Disc.$0
Employees6
Clients500
DateJun 2011
Total AUM$263.4M
Discretionary$263.4M
Non-Disc.$0
Employees10
Clients--
DateJun 2010
Total AUM$257.6M
Discretionary$257.6M
Non-Disc.$0
Employees10
Clients--
DateOct 2007
Total AUM$221M
Discretionary$221M
Non-Disc.$0
Employees10
Clients--
DateSep 2005
Total AUM$200M
Discretionary$200M
Non-Disc.$0
Employees--
Clients--
DateJul 2004
Total AUM$200M
Discretionary$200M
Non-Disc.$0
Employees--
Clients--
DateJun 2004
Total AUM$200M
Discretionary$200M
Non-Disc.$0
Employees--
Clients--