Access Fiduciary Services, Llc
- Regulatory AUM
- $466M
- Discretionary
- $466M
- Clients
- 6
- Avg AUM / client
- $77.7M
- Accounts
- 6
- Employees
- 3
AUM over time
Annual snapshots from Form ADV filings · as of May 21, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pension and profit sharing plans | 5 | $466M | 100.0% |
| Corporations and other businesses | 1 | — | — |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Michael Anthony Halloran | Chief Compliance Officer | Oct 2020 (6y) | ≈ 37.5% – 75% via Access Retirement Solutions, Llc | |
| Miller, Heath | Owner | Oct 2020 (6y) | ≈ 37.5% – 75% via Access Retirement Solutions, Llc |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Access Retirement Solutions, Llc | Owner | Oct 2020 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Michael Anthony Halloran: 50% – 75% of Access Retirement Solutions, Llc × 75% – 100% direct ≈ 37.5% – 75% of the firm
- Miller, Heath: 50% – 75% of Access Retirement Solutions, Llc × 75% – 100% direct ≈ 37.5% – 75% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/21/2026 | 1.15 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Other fees
- • PORTION OF SUBSCRIPTION FEE DUE TO PEP SPONSOR
Services
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Educational seminars/workshops
Custody
Reported custodians
- Alerus Retirement And Benefits $54.1M (12% of AUM) May 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 21, 2026.
View current Form ADV (SEC/IAPD) ↗