ACCESS FINANCIAL GROUP, LLC

ACCESS FINANCIAL GROUP, LLC of MOUNT VERNON, TX is an SEC-registered investment adviser (CRD 312084). Regulatory assets under management: $39.3M.

Registration

• CRD: 312084
• Type: Registered investment adviser
• Location: 1981 COUNTY ROAD SE 4250, MOUNT VERNON, TX, 75457
• Phone: 903-609-3313
• Latest filing: 2026-02-05
• Regulatory AUM: $39.3M
• Discretionary AUM: $39.3M
• Clients: 3
• Accounts: 236

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 312084 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search