Access Softek Advisory Services
6yrs
6 years in the industry
Access Softek Advisory Services
Naperville, IL. Legal name: Access Softek Advisory Services, LLC
About the firm
A registered investment advisory firm based in Naperville, Illinois, with about 4 offices. It manages about $7.4 million for roughly 2,223 individual clients. Services include investment management for individuals and small businesses.
How they work
How they’re paid ?A percentage of the assets they manage
Typical client size ?$3,329
Assets under management ?$7.4 million
Individual clients2,223
Median years of experience6
FoundedNot stated
Services
Investment management for individuals and small businesses
Advisors at Access Softek Advisory Services
1Advisors
6Median years of experience
1States with offices
4Offices
Also known as
Access Softek Advisory Services, LLC
About Access Softek Advisory Services
How do I contact Access Softek Advisory Services?
Call the main office at (510) 848-0606. The main office is at 1807 W Diehl Road Suite 220, Naperville, IL 60563.
How is Access Softek Advisory Services paid?
The firm reports being paid by a percentage of the assets they manage. Ask for your total yearly cost in dollars.
What services does Access Softek Advisory Services offer?
Investment management for individuals and small businesses.
How many advisors work at Access Softek Advisory Services?
We list 1 advisor currently registered with the firm.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.