Access Fiduciary Services, LLC
CRD 311558SEC# 801-136546
No longer SEC-registered. Access Fiduciary Services, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$466.2M
Employees
3
Accounts
6
Location
—
Access Fiduciary Services, LLC assets under management
Access Fiduciary Services, LLC operates as an SEC-registered investment adviser. It reports $466.2 million in regulatory assets under management and employs 3 people.
Access Fiduciary Services, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Access Retirement Solutions, LLC Control | Owner | Over 75% | 2020 |
| Michael Anthony Halloran Control | Chief Compliance Officer | Under 5% | 2020 |
| Heath Miller Control | Owner | 50-75% | 2020 |
See all 4 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Access Fiduciary Services, LLC manage?
Access Fiduciary Services, LLC reports $466.2 million in regulatory assets under management on its Form ADV.
How many employees does Access Fiduciary Services, LLC have?
Access Fiduciary Services, LLC reports 3 employees.
Does Access Fiduciary Services, LLC disclose fund performance?
Access Fiduciary Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Office hours | 9-5 |
| Discloses disciplinary history | No |
Regulatory AUM
$466.2MNo change
May '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 50%
Larger than 50% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$466.2Mregulatory AUM
Discretionary $466.2M