FINACCESS ADVISORS, LLC - Financial Advisor in Florida, Miami

Tel: 305.377.1112 1111 Brickell Avenue Suite 2600 Miami, Florida 33131

About FINACCESS ADVISORS, LLC

FINACCESS ADVISORS, LLC is a Miami, Florida based financial advisory firm with nearly $4,047,021,163 in assets under management and provides investment advisory services for 170 clients. There are currently 12 financial advisors at the firm.

General Information

Firm CRD#:

150697

Firm SEC#:

801-71013

Assets Under Management:

$4,047,021,163

No. of Clients:

170

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Other (WEALTH MGMT SERVICES)

Fee Structure:

A percentage of AUM, Fixed fees, Other (REFERRAL FEES FROM CUSTODIANS)

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