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Access Investment Management, LLC CRD 322491
$456M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
3715 Northside Parkway Building 400, Suite 210, Atlanta, GA 30327 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2022-09-19 |
Branch Locations
3715 Northside Parkway Building 400, Suite 210, Atlanta, GA 30327 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Buckhead Capital Management, Llc | Atlanta | GA | 10/2000 | 07/2018 |
| Waypoint Wealth Counsel, Llc | Atlanta | GA | 07/2018 | 12/2022 |
| Access Investment Management, Llc | Atlanta | GA | 09/2022 | Present |
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