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Building 2ACCESS FINANCIAL RESOURCES INC.

Map pinOKLAHOMA CITY, OK
Phone405-848-9826
NotebookSEC #801-58103
Total AUM
$410.6M
Employees
9
Clients
644

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3621 NW 63RD STREET
SUITE A-1
OKLAHOMA CITY
OK 73116
United States
Operating Hours
8:30AM-5PM
Monday - Friday
Phone
405-848-9826

ReceiptFinancials

Total AUM
$410.6M
Accounts
2,458
Discretionary
$388.8M
Accounts
2,365
Non-Discretionary
$21.8M
Accounts
93

ContactClients

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Individual Clients
383
AUM
$96M
HNW Individual Clients
89
AUM
$123.8M
Pension/Profit Sharing Plan Clients
160
AUM
$187.9M
Corporation or Business Clients
12
AUM
$3M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Denial/Suspension/RevocationOther Regulator False Statement/DishonestyOther Regulator Order (Past 10 Years)Other Regulator Violation FindingSRO Discipline/Expulsion/SuspensionSRO Rule Violation
State Registrations
COFLKSLANVOKTX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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