ACCESS FINANCIAL RESOURCES INC.
Oklahoma City, United States · CRD 109495
SEC-registered investment adviser since 2000 · corporation. It files no 13F, so there are no holdings to show.
- Assets managed$410.6m
- Main clients (by assets)Pension plans 46%, High net worth individuals 30%, Individuals 23%
- Websiteafradvice.com
- Form ADV · 2026-04-30SEC adviser record
- Kindinstitutions
- Others nearbyOklahoma City, OK
As an employer
- Staff (Form ADV)9 · 7 in investment roles
- Offices in1 country