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ACCESS FINANCIAL RESOURCES INC.
CRD 109495 · SEC 801-58103
3621 NW 63RD STREET, SUITE A-1, OKLAHOMA CITY, OK, 73116, United States
Phone
405-848-9826
Fax
405-848-1431
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$410.6M
Discretionary AUM
$388.8M
Team
9 total employees; 7 advisory reps; 39 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-04-30
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 383 | $96.0M |
| High net worth individuals | 89 | $123.8M |
| Pension/profit sharing plans | 160 | $187.9M |
| Corporations/business entities | 12 | $3.0M |
States served
CO, KS, LA, NV, OK, TX, FL
All web addresses on file
Official SEC filing: View on IAPD