Finaccess International, Inc. (Concord)

Name: Finaccess International, Inc.
Address: 37 Main Street, Concord, MA, 01742
Telephone: (978) 371-7044

Finaccess International, Inc. is a large advisory firm based in Concord. It manages $85.91 million of regulatory assets for 189 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdictions of Massachusetts and New York.

Finaccess International provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Finaccess International: assets under management

The assets under management (AUM) of Finaccess International, Inc. is $85.91 million. The firm's AUM has grown by 123% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $41.72 million in discretionary accounts and $44.18 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $270.94 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.26 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Finaccess International, Inc. for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Finaccess International, Inc.

William F. Doyle has been acting as President since 1 Jan 2000. Lauree A. Cameron Eckler joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Mario Mino Covo	Ceo	1 Dec 1999	Other	2348394
Kevin Andrew Cunningham	Cfo	1 Dec 1999	Other	1475718
Natalio Gabriel Tolchinsky	Coo	1 Dec 1999	Other	1774071
Luis Felipe Cervantes	Ceo mexico	1 Dec 1999	Other	2302445
Lp Insight Capital Partners Iii	Shareholder	1 Jan 2000	Other	13-4048355
Lp Insight Capital Partners Iii (Cayman)	Shareholder	1 Jan 2000	Other	12-3456789
William F. Doyle	Director	1 Jan 2000	Other	4500453
Lp Insight Capital Partners (Coinvestors)	Shareholder	1 Jan 2000	Other	13-4048359
Jeffrey L Horing	Director	1 Jan 2000	Other	1618730
Friedman Family Foundation	Shareholder	1 Jan 2000	Other	55-5555555
Marsh Mac Risk Capital Holdings	Shareholder	1 Jan 2000	Other	55-5555555
Kevin Andrew Cunningham	Shareholder	1 Jan 2000	Other	1475718
Lp Baring Latin America Partners	Shareholder	1 Oct 2000	Other	12-3456789
Erik Carlberg	Director	1 Oct 2000	Other	4505751
Bomco Llc	Shareholder	1 Jan 2001	Other	12-3456789
Wgm Technology Ventures Llc	Shareholder	1 Jan 2001	Other	55-5555555
Baring Mexico Private Equity Fund Lp	Shareholder	1 Mar 2003	Other	55-5555555
Financieringsmaatschappin Voor Ontwikkelingslanden N.V. Koningskade	Shareholder	1 Apr 2003	Other	123456789
Lauree A. Cameron Eckler	Chief compliance officer	1 Feb 2008	Other	5512288
Lauree A. Cameron Eckler	Chief compliance officer	1 Mar 2008	Other	5512288

Indirect Owners

The SEC currently registers 13 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Lp Gs Private Equity Partners Ii	Intermediary	1 Jan 2000	Other	xxx-xx-xxxx
Msd Portfolio Lp Investments	Intermediary	1 Jan 2000	Other	13-4019104
Lp Flag Venture Partners Ii	Intermediary	1 Jan 2000	Other	xxx-xx-xxxx
Trustees Of Columbia U. In The City Of Ny	Intermediary	1 Jan 2000	Other	13-5598093
Us West Pension Trust (Qwest Pension Trust)	Intermediary	1 Jan 2000	Other	84-0928963
Lp Endowment Venture Partners Iv	Intermediary	1 Jan 2000	Other	06-1526536
Private Equity Holding (Cayman) Ltd.	Intermediary	1 Jan 2000	Other	12-3456789
Lp Gs Private Equity Partners Ii Offshore	Intermediary	1 Jan 2000	Other	98-01894981
Preferential Equity Investors (Preferential Limited)	Intermediary	1 Jan 2000	Other	12-3456789
Lp Gs Private Equity Partners Iii Offshore	Intermediary	1 Jan 2000	Other	98-0190837
Iii Lp Gs Private Equity Partners	Intermediary	1 Jan 2000	Other	xxx-xx-xxxx
N.V. Haagsche Her Verzekering Maatschappij Van 1836	Intermediary	1 Jan 2001	Other	12-3456789
Lp The Baring Mexico Private Equity Fund	Intermediary	1 Jan 2001	Other	12-3456789

Based in Concord

The principal office where Finaccess International, Inc. performs its advisory services is located at 37 Main Street, Concord, MA 01742, which is also the mailing address of the firm. An additional office of the firm is in New York, NY. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (978) 371-7044 or by fax 978-405-5011. The normal business hours are 9 am to 6:00 pm on Monday - Friday. You can find more information about the New York firm at www.finaccess.com.