Accessalpha Worldwide LLC
Firm details
- Headquarters
- Chicago, Illinois
- CRD number
- 142279
- Registered since
- March 21, 2007
- Website
- accessalpha.com
Firm profile
FINTRXOverview
Accessalpha Worldwide LLC is organized as a limited liability company and has been registered with the SEC since 2007. The firm is listed as individually owned and is classified in the dataset as "Unclassified." Reported firm attributes indicate it is not a capital allocator, not an active ESG investor, not registered as a multi-state adviser, not newly formed, not a pension consultant, and not recorded as a related adviser. The data set includes no detailed description of the company’s advisory activities, target client segments, fee schedule, or specific business lines. Those items were left blank in the available record.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 5
Willard Velie
Relationship ManagerCRD 1179937

Patrick Magner
PrincipalCRD 2075975

Robert Leclercq
PresidentCRD 1384014
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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