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ACCESS ADVISORY GROUP LLC
CRD 149048
6440 AVONDALE DR., SUITE 210, OKLAHOMA CITY, OK, 73116, United States
Phone
(405) 418-4026
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$38.2M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 343 | $27.6M |
| High net worth individuals | 5 | $10.7M |
Official SEC filing: View on IAPD