ACCESS INVESTMENT ADVISORS INC

MANITOWOC, Wisconsin·2 registered advisors·CRD# 109006
SEC# 801-564360920.683.9901
01

Firm Overview

AUM
$218M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Market timing services
Compensation
Percentage of AUM
Hourly charges
03

Specialties

Financial PlanningInvestment Management
04

Advisors at ACCESS INVESTMENT ADVISORS INC

2 registered advisors
Margaret Mary Stokes
MANITOWOC, Wisconsin
William Robert Casey
MANITOWOC, Wisconsin
05

Office Locations

MANITOWOC, Wisconsin
2 advisors

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Data sourced from SEC Form ADV filings. ACCESS INVESTMENT ADVISORS INC (CRD# 109006) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.