This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-01-2020
- Office Locations
- 2
Office Locations
About Access Financial Group, LLC
Access Financial Group, LLC is a Texas-based RIA focused on retirement and wealth planning, guiding clients through customized plans around investments and legacy goals. The team provides ongoing portfolio management alongside planning for taxes, estate and insurance needs, and supports entrepreneurs. Portfolios lean heavily on ETFs and are custody-friendly via Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Tiffany Sachse
Advisor, Owner
- CRD
- --
- Ownership
- 75% or more
MARK KEVIN SACHSE
Advisor, Chairman Of The Board, Chief Compliance Officer
- CRD
- #2198070
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
Unlock allContacts
Garrett Mclain Pool
Account Executive
- CRD
- #6204513
Showing 1 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $39,277,157 | -- |
| Non-Discretionary | $0 | -- |
| Total | $39,277,157 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing