FINACCESS ADVISORS, LLC

RIASEC RegisteredEst. 2009

Total AUM

$4.1B

Discretionary

$593M

14% of AUM

Avg account

$25.7M

Accounts

160

Employees

Advisory reps

Firm details

Headquarters: MIAMI, Florida
CRD number: 150697
Registered since: December 17, 2009
Website: www.grupofinaccess.com
Custodians: SANTANDER INVESTMENT SECURITIES INC., MORGAN STANLEY & CO. LLC, J.P. MORGAN SECURITIES INC.
Fee structure: Percentage of AUM, Fixed Fees, Other
Client types: Pooled Investment Vehicles69.04%
HNWI26.13%
Corporations / Businesses2.99%
Other1.84%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Finaccess Advisors, LLC is an SEC-registered independent registered investment adviser (organized as an LLC) that has been operating since 2009. The firm serves both high-net-worth individuals and families as well as institutional clients, delivering financial planning and portfolio management across individual, pooled vehicle, and institutional mandates. Its fee arrangements include percentage-of-AUM billing, fixed fees and other fee types. The firm identifies as neither an active ESG investor nor a capital allocator; it also reports industry roles that include acting as an investment adviser and sponsor and serving as a general partner/managing member of pooled investment vehicles. In 2020 Finaccess was recognized by FA Magazine on its Top RIA Firms list.