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ACCESS WEALTH MANAGEMENT, INC.

Tel: 502-292-5500
4360 Brownsboro Road
Suite 101
Louisville, Kentucky  40207

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ACCESS WEALTH MANAGEMENT, INC.

ACCESS WEALTH MANAGEMENT, INC. is a Louisville, Kentucky based financial advisory firm with nearly $291,886,434 in assets under management and provides investment advisory services for 817 clients. There are currently 4 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Selection for other advisors

Fee Structure:

A percentage of AUM, Performance Based

Firm CRD#:

281616

SEC#:

801-106775

No. of Clients:

817

Assets under Management

$291,886,434

No. of Advisors:

4

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