# Access Financial Group

Access Financial Group is a Bank / Wealth / Trust based in Chicago, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Chicago, United States
- **Region:** North America
- **Address:** Chicago, IL, United States
- **Founded:** 1994
- **Assets under management:** Undisclosed
- **Website:** afinancial.com
- **LinkedIn:** https://www.linkedin.com/company/access-financial-partners

## Regulatory record

- **CRD number:** 33065
- **SEC file number:** 801-48092
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/33065

## About

Access Financial Group was established in 1994 as a wealth manager and registered investment advisor in Chicago, Illinois. It serves individuals, high-net-worth individuals, trusts, estates, and charitable organizations. No founder name or wealth source appears in public records. The firm offers portfolio management, retirement planning, and life planning. It does not disclose asset-class allocations, fund commitments, or direct investments. Geographic activity remains limited to the United States with no named co-investors or portfolio holdings. Team size, additional offices, and adjacent vehicles are not reported. No operational events from the last 24 months are documented. The firm operates as a conventional registered advisor without disclosed hybrid structures, club memberships, or succession details.

## Questions

### Who runs investment decisions at Access Financial Group?

No named principals or CIO appear in available records.

### Does Access Financial Group participate in fund commitments or only direct deals?

The firm provides advisory services and does not disclose fund commitments or direct deals.

### What investment stages does Access Financial Group typically target?

No investment stages are specified in public materials.

### How is Access Financial Group related to any parent or spinout?

No parent entity or spinout relationship is disclosed.

## Related profiles

- [Access Capital Ventures](https://altss.com/profile/access-capital-ventures)
- [Accession Capital Partners](https://altss.com/profile/accession-capital-partners)

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Last updated: 2026-06-03T20:00:00.000Z

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