Access Global Funds is a related adviser based in Houston. It manages $16.61 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdiction of Texas.
Access Global Funds provides portfolio management for individuals and small businesses and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Access Global Funds is $16.61 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Access Global Funds for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Access Global Funds performs its advisory services is located at 800 Town & Country Boulevard, Houston, TX 77024, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 713-600-8888 or by fax 713-599-1304. The normal business hours are 8am-5pm on Monday - Friday. You can find more information about the New York firm at www.aaiglobal.com.