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Building 2ACCESS FINANCIAL GROUP, INC.

Map pinBETHANY, OK
Phone405-491-0235
NotebookSEC #801-68401
Total AUM
$71.1M
Employees
6
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6632 NW 39TH EXPRESSWAY
BETHANY
OK 73008
United States
Operating Hours
8:30AM - 5:00PM
Monday - Friday
Phone
405-491-0235

ReceiptFinancials

Total AUM
$71.1M
Accounts
579
Discretionary
$70M
Accounts
575
Non-Discretionary
$1.1M
Accounts
4

ContactClients

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None reported

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
GAKSOKTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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