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Michael Val Williams

ACCESS FUND MANAGEMENT, LLC·PALM HARBOR, Florida
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4114 WOODLANDS BLVD, PALM HARBOR, FL 34685CRD# 819531Firm CRD# 125247
01

About

Michael Val Williams is a registered financial advisor based in PALM HARBOR, Florida, affiliated with ACCESS FUND MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Client Types
Individuals
Pension & Retirement Plans
03

Firm Overview

Firm
ACCESS FUND MANAGEMENT, LLC
ACCESS FUND MANAGEMENT, LLC
AUM
$8M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at ACCESS FUND MANAGEMENT, LLC →
Services
Portfolio management (individuals)
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 819531
Firm CRD# 125247
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Michael Val Williams offer?
Michael Val Williams specializes in Investment Management, Retirement Planning. Contact their office in PALM HARBOR, Florida for a consultation.
What are Michael Val Williams's credentials?
Michael Val Williams is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael Val Williams located?
Michael Val Williams is based in PALM HARBOR, Florida, working with ACCESS FUND MANAGEMENT, LLC. Their office serves clients in the PALM HARBOR metropolitan area and surrounding communities.
How does Michael Val Williams charge for services?
Michael Val Williams's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ACCESS FUND MANAGEMENT, LLC?
ACCESS FUND MANAGEMENT, LLC has approximately 4 employees and manages $8M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in PALM HARBOR
Kenneth David Trumpfheller — ACCESS FUND MANAGEMENT, LLCStephen Robert Hand — USA TAX & INSURANCE SERVICES, INC.Patrick Kent Nichols — USA TAX & INSURANCE SERVICES, INC.Richard Thomas Toolen — ICON ASSET MANAGEMENT USA LLCJohn Michael Zazzarino — ICON ASSET MANAGEMENT USA LLC
Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
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