ACCESSALPHA WORLDWIDE LLC

Broker-DealerFINRA MemberEst. 2007
Total AUM
Advisory reps
5
Avg account
$0

Firm details

Headquarters
CHICAGO, Illinois
CRD number
142279
Registered since
March 21, 2007

Firm profile

FINTRX

Overview

Accessalpha Worldwide LLC is an SEC-registered limited liability company that has been registered since 2007. The firm is owned by an individual and is listed with an "Unclassified" advisor type in public records. The available data does not disclose specific advisory activities, client types, fee arrangements, or a defined investment mandate. Public disclosures flag several binary attributes: the firm is not identified as a capital allocator, is not an active ESG investor, is not a multi-state adviser, is not a pension consultant, and is not listed as a related adviser. Those items, combined with the lack of reported advisory detail, indicate a limited public footprint and minimal reported activity in standard RIA registries.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 5
  • WILLARD VELIE

    Relationship ManagerCRD 1179937

  • PATRICK MAGNER

    PrincipalCRD 2075975

  • ROBERT LECLERCQ

    PresidentCRD 1384014

Unlock 2 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

CHICAGO, IL

COOK

Location

CHICAGO, IL

Headquartered in CHICAGO, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
COOK
Address
444 W Lake St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth