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ACCESS SOFTEK ADVISORY SERVICES, LLC
ACCESS SOFTEK ADVISORY SERVICES, LLC
ACCESS SOFTEK ADVISORY SERVICES
BERKELEY, California
·
4 registered advisors
·
CRD# 299800
SEC# 801-116873
3
510-898-7606
01
Firm Overview
AUM
$4M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Compensation
Percentage of AUM
03
Specialties
Investment Management
Fee-Only Advisory
04
Advisors at ACCESS SOFTEK ADVISORY SERVICES, LLC
4 registered advisors
Christopher George Patrick Doner
BERKELEY, California
CRD# 7068111
Francesca Elaina Visconti
BERKELEY, California
CRD# 7428242
Mark Nmn Allen
BERKELEY, California
CRD# 731800
Tess Katherine Keppler
BERKELEY, California
CRD# 7075771
05
Office Locations
BERKELEY, California
4 advisors
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Data sourced from SEC Form ADV filings. ACCESS SOFTEK ADVISORY SERVICES, LLC (CRD# 299800) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.