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 SEC-registered limited liability company that began registration in 2020 and focuses on institutional clients. The firm offers advisory services that include portfolio management for businesses and institutions, pension consulting-related services, and educational seminars or workshops. Its fee model includes a percentage-of-assets-under-management component alongside other fee arrangements. The firm is organized with both domestic entity and individual ownership and is not classified as a capital allocator or an active ESG investor.
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 1MICHAEL 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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