ACCESS SOFTEK ADVISORY SERVICES, LLC

ACCESS SOFTEK ADVISORY SERVICES, LLC of NAPERVILLE, IL is an SEC-registered investment adviser (CRD 299800). Regulatory assets under management: $7.4M.

Registration

• CRD: 299800
• SEC file number: 801-116873
• Type: Registered investment adviser
• Location: 1807 W DIEHL ROAD, SUITE 220, NAPERVILLE, IL, 60563
• Phone: 510-848-0606
• Latest filing: 2026-02-17
• Regulatory AUM: $7.4M
• Discretionary AUM: $6.8M
• Non-discretionary AUM: $609K
• Clients: 4
• Accounts: 2,352

Business model

Compensation: % of AUM.

Clients served: High net worth.

Officers, owners & control persons (6)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 299800 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search