Access Softek Advisory Services, LLC
● SEC registered since 2019CRD 299800SEC# 801-116873Naperville, IL
Reg. AUM
$7.4M
Employees
4
Accounts
2,352
Location
Naperville, IL
Access Softek Advisory Services, LLC assets under management
Access Softek Advisory Services, LLC is an SEC-registered investment adviser based in Naperville, IL. The firm has been registered since 2019. It reports $7.4 million in regulatory assets under management and employs 4 people.
Access Softek Advisory Services, LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Access Softek, Inc. Control | Member | Over 75% | 2018 |
| Christopher George Patrick Doner Control | Managing Member | Under 5% | 2018 |
| Francesca Elaina Visconti Control | Chief Compliance Officer | Under 5% | 2021 |
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Join to unlock · $37/moFrequently asked questions
How much does Access Softek Advisory Services, LLC manage?
Access Softek Advisory Services, LLC reports $7.4 million in regulatory assets under management on its Form ADV.
How many employees does Access Softek Advisory Services, LLC have?
Access Softek Advisory Services, LLC reports 4 employees.
Where is Access Softek Advisory Services, LLC located?
Access Softek Advisory Services, LLC is based in Naperville, IL and has been SEC-registered since 2019.
Does Access Softek Advisory Services, LLC disclose fund performance?
Access Softek Advisory Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1807 W Diehl Road, Suite 220, Naperville, IL 60563 |
| Phone | 510-848-0606 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$7.4M▲ 18%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 99%
Larger than 1% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$7.4Mregulatory AUM
Discretionary $6.8MNon-discretionary $609K