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Access Financial Group, Inc.

● SEC registered since 1994CRD 33065SEC# 801-48092Chicago, IL
Export (members)
Reg. AUM
$302.3M
Employees
6
Accounts
315
Location
Chicago, IL

Access Financial Group, Inc. assets under management

Access Financial Group, Inc. is an investment advisory firm registered with the SEC based in Chicago, IL. The firm has been registered since 1994. It reports $302.3 million in regulatory assets under management and employs 6 people.

Access Financial Group, Inc. owners & executives

7 reported
NameTitleOwnershipSince
Christopher Robert Chigas ControlPresident, Chief Compliance OfficerUnder 5%2000
Nancy Jo Gorchoff ControlDirector, C.o.o, C.f.o.Under 5%1995
Richard Irl Konst ControlDirector, Vice ChairmanUnder 5%1999
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Frequently asked questions

How much does Access Financial Group, Inc. manage?

Access Financial Group, Inc. reports $302.3 million in regulatory assets under management on its Form ADV.

How many employees does Access Financial Group, Inc. have?

Access Financial Group, Inc. reports 6 employees.

Where is Access Financial Group, Inc. located?

Access Financial Group, Inc. is based in Chicago, IL and has been SEC-registered since 1994.

Does Access Financial Group, Inc. disclose fund performance?

Access Financial Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address118 N. Clinton Street, Suite 450, Chicago, IL 60661
Phone312-655-8200
Fax312-655-8268
Office hours8:00a.m. - 5:00p.m.
SEC regionChicago Regional Office (CHRO)
CIK908001
Discloses disciplinary historyNo

Regulatory AUM

$302.3M▲ 11%
Feb '25 — $272.3MMar '25 — $272.3MApr '25 — $272.3MMay '25 — $272.3MJun '25 — $272.3MJul '25 — $272.3MAug '25 — $272.3MSep '25 — $272.3MOct '25 — $272.3MNov '25 — $272.3MDec '25 — $272.3MJan '26 — $272.3MFeb '26 — $272.3MMar '26 — $302.3MApr '26 — $302.3MMay '26 — $302.3MJun '26 — $302.3M
Feb '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 62%
Larger than 38% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers

Assets under management

$302.3Mregulatory AUM
Discretionary $300.1MNon-discretionary $2.2M