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.
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 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. 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.
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.
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.