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| Access Financial Resources Inc
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| |
|---|---|
| CRD # | 109495 |
| SEC # | 801-58103 |
| CIK # | 0000882720 |
| AUM | $308.0 MM (2024-03-20) |
| Employees | 9 (78% Investors, 0% Brokers) |
| Phone | 405-848-9826 |
| Address | 3621 NW 63rd Street Oklahoma City, OK 73116 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 386 | 85.7 |
| (b) Individuals (high net worth individuals) | 92 | 75.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 152 | 144.4 |
| (h) Charitable organizations | 0 | 0.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 13 | 1.9 |
| (n) Other | 0 | 0.0 |
| Total | 2,335 | 308.0 |
| By Discretionary | ||
| Discretionary | 2,237 | 283.5 |
| Non-Discretionary | 98 | 24.5 |
| Total | 2,335 | 308.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 308.0 | |
| Total | 2,335 | 308.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Parkview US LLC
✚
|
NY | 0.3 |
|
Yosemite Capital Management LLC
✚
|
CA | 0.3 |
|
CornerStone Planning LLC
✚
|
NC | 0.3 |
|
Legend Financial Advisors Inc
✚
|
PA | 0.3 |
|
del Monte Group LLC
✚
|
CA | 0.3 |
|
Shearwater Capital LLC
✚
|
CO | 0.3 |
|
Pecaut & Co
✚
|
IA | 0.3 |
|
One Degree Advisors Inc
✚
|
CA | 0.3 |
|
Copper Financial Network LLC
✚
|
KS | 0.3 |
|
Fortune Wealth Management LLC
✚
|
TX | 0.3 |