MINNEAPOLIS, MNCRD 115361Latest ADV February 12, 2026
Access Financial Services, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Minneapolis, MN. Its latest Form ADV filing, dated February 12, 2026, reports $438M in regulatory assets under management, 10 employees, and 812 accounts.
Assets Under Management
$438M
Employees
10
Offices
--
Total Clients
322
Primary office
MINNEAPOLIS, MN
1650 WEST 82ND STREET, SUITE 850, MINNEAPOLIS, MN, United States
Top client segmentIndividuals represent 54.7% of total clients.
Top client categories% of clientsClients
1
Individuals
54.7%
176
2
HNWI
44.1%
142
3
Corporations
1.2%
4
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$438Mas of February 12, 2026
Discretionary100.0%
$438M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$438M
Total Accounts812
10Y AUM Change+$240M (+121.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees10
Clients per Employee32:1
10Y Employee Change+1 (+11.1%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.