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ACCESS INVESTMENT ADVISORS INC

MANITOWOC, WI · CRD 109006 · IAPD ↗ · access95.com · 920.683.9901

$217.9MRegulatory AUM
3Advisory reps
4Employees
0Clients
101-250Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
May 2024 — ACCESS INVESTMENT ADVISORS INC (MANITOWOC, WI) left the SEC roster (was $217.9M RAUM, 3 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.