Investment adviser · CRD 153558

ACCESS CAPITAL MANAGEMENT, LLC

Investment adviser filing (IA)

BETHANY, OK, United States · Form ADV filed Feb 4, 2015

Regulatory AUM
$3.71M
Form ADV · Item 5.F
Client accounts
46
Accounts, not individual clients
Employees
3
Reported in this filing
Advisory professionals
3
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Feb 4, 2015. View historical filings

Reported services

Individual portfolio management · Publication of newsletters · Market timing

Compensation

Percentage of assets · Subscription · Fixed

Principal office

6632 NW 39TH EXPRESSWAY
BETHANY, OK, 73008, United States

CRD 153558

Filing source

Form ADV 870666 · Feb 4, 2015 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.