Access Financial Services, Inc.
● SEC registered since 2006CRD 115361SEC# 801-66457Minneapolis, MN
Reg. AUM
$437.8M
Employees
10
Accounts
812
Location
Minneapolis, MN
Access Financial Services, Inc. assets under management
Access Financial Services, Inc. is an investment advisory firm registered with the SEC based in Minneapolis, MN. The firm has been registered since 2006. It reports $437.8 million in regulatory assets under management and employs 10 people.
Access Financial Services, Inc. owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Angella Jeanne Gavic | Vice President, Operations | 10-25% | 2006 |
| Brant Terrance Kairies Control | President, Chief Investment Officer And Chief Compliance Officer | 25-50% | 2001 |
| Erik Robert Edstrom | Co-Owner | 5-10% | 2012 |
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Join to unlock · $37/moFrequently asked questions
How much does Access Financial Services, Inc. manage?
Access Financial Services, Inc. reports $437.8 million in regulatory assets under management on its Form ADV.
How many employees does Access Financial Services, Inc. have?
Access Financial Services, Inc. reports 10 employees.
Where is Access Financial Services, Inc. located?
Access Financial Services, Inc. is based in Minneapolis, MN and has been SEC-registered since 2006.
Does Access Financial Services, Inc. disclose fund performance?
Access Financial Services, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1650 West 82nd Street, Suite 850, Minneapolis, MN 55431 |
| Phone | 952-885-2732 |
| Fax | 952-885-0995 |
| Office hours | 8:30 A.M To 5:00 P.M |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1699622 |
| Discloses disciplinary history | No |
Regulatory AUM
$437.8M▲ 4%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 52%
Larger than 48% of 16,271 advisers
EmployeesTop 40%
More than 60% of 16,825 advisers
Assets under management
$437.8Mregulatory AUM
Discretionary $437.8M