Access Fiduciary Services, LLC
Firm details
- Headquarters
- ,
- CRD number
- 311558
- Registered since
- December 7, 2020
- Custodians
- ALERUS SECURITIES CORPORATION
- Fee structure
- Percentage of AUM, Other
- Client types
- Pension & Profit Sharing Plans100%
- Services
- Portfolio Management for Institutional ClientsPension ConsultingEducational Seminars / Workshops
Firm profile
FINTRXOverview
Access Fiduciary Services, LLC is an institutional registered investment adviser organized as an LLC and SEC-registered in 2020. The firm focuses on serving institutional clients with advisory services that include portfolio management for businesses or institutions, pension consulting, and educational seminars or workshops. Its fee model includes a percentage-of-assets component alongside other fee arrangements. Access Fiduciary is not identified as an active ESG investor, does not operate as a multi-state adviser, and is not classified as a capital allocator.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds100%
Contacts
1 of 1
Michael Halloran
Senior Vice PresidentCRD 5074100
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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