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| Access Financial Resources Inc
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| |
|---|---|
| CRD # | 109495 |
| SEC # | 801-58103 |
| CIK # | 0000882720 |
| AUM | $355.0 M (2025-03-25) |
| Employees | 9 (78% Investors, 0% Brokers) |
| Phone | 405-848-9826 |
| Address | 3621 NW 63rd Street Oklahoma City, OK 73116 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 386 | 93.9 |
| (b) Individuals (high net worth individuals) | 78 | 95.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 146 | 162.8 |
| (h) Charitable organizations | 0 | 0.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 13 | 2.4 |
| (n) Other | 0 | 0.0 |
| Total | 2,483 | 355.0 |
| By Discretionary | ||
| Discretionary | 2,380 | 323.5 |
| Non-Discretionary | 103 | 31.5 |
| Total | 2,483 | 355.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 355.0 | |
| Total | 2,483 | 355.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Mountain Hill Investment Partners
✚
|
NJ | 0.4 |
|
Professional Financial Advisors Inc
✚
|
PA | 0.4 |
|
Rossby Financial LLC
✚
|
FL | 0.4 |
|
Sage Financial Management Group Inc
✚
|
VA | 0.4 |
|
Union Square Investment Co
✚
|
CA | 0.4 |
|
Howard Wealth Management LLC
✚
|
0.4 | |
|
D Scott Neal Inc
✚
|
KY | 0.4 |
|
S Harris Financial Group LLC
✚
|
TX | 0.4 |
|
Pecaut & Co
✚
|
IA | 0.4 |
|
Bright Road Wealth Management LLC
✚
|
AK | 0.3 |