Access Financial Planning Inc (Clifton)

Name: Access Financial Planning Inc
Address: 1115 Clifton Ave, Clifton, NJ, 07015
Telephone: 973-472-7700

Access Financial Planning Inc is a large advisory firm based in Clifton. It manages $169.07 million of regulatory assets for 595 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Connecticut, Florida, and 3 other states.

Access Financial Planning provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.

Access Financial Planning: assets under management

The assets under management (AUM) of Access Financial Planning Inc is $169.07 million. The company doesn't manage any assets belonging to foreign clients.

The firm manages $139.07 million in discretionary accounts and $30 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $370.86 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $136.36 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Access Financial Planning Inc for their services and products based on a percentage of assets under management, hourly charges, and commissions. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Access Financial Planning Inc

Christopher Stanziale has been acting as President since 1 Aug 1987. Bruce Michael Milove joined the executive team most recently as the Director.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Christopher Stanziale	President/director	1 Aug 1987	25% - 50%	1031106
Carolyn M Loughlin	Vice president/director	1 Aug 1987	Other	1254851
Bruce Michael Milove	Director	1 Apr 1996	25% - 50%	1145479

Based in Clifton

The principal office where Access Financial Planning Inc performs its advisory services is located at 1115 Clifton Ave, Clifton, NJ 07015, 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 973-472-7700 or by fax 973-472-4021. The normal business hours are 8:30 a.m. - 6:30 p.m. on Monday - Friday. You can find more information about the New York firm at www.afplan.com.