ACCESS FUND MANAGEMENT, LLC

PALM HARBOR, Florida·2 registered advisors·CRD# 125247
SEC# 801-61826813-425-4712
01

Firm Overview

AUM
$8M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Pension consulting
Compensation
Percentage of AUM
Performance-based fees
03

Specialties

Investment ManagementRetirement Planning
04

Advisors at ACCESS FUND MANAGEMENT, LLC

2 registered advisors
Kenneth David Trumpfheller
PALM HARBOR, Florida
Michael Val Williams
PALM HARBOR, Florida
05

Office Locations

PALM HARBOR, Florida
2 advisors

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Data sourced from SEC Form ADV filings. ACCESS FUND MANAGEMENT, LLC (CRD# 125247) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.