ACCESS FINANCIAL RESOURCES INC. (CRD# 109495) is an SEC-Registered Investment Advisor (RIA), headquartered in Oklahoma City, OK. The SEC approved the firm to operate as an RIA in Nov 2000. In Mar 2018, the firm reported total Regulatory Assets Under Management (RAUM) of $376.8 Million, and has discretion over 87% of those assets.   Pooled investment vehicles (Private Funds) account for 0% of RAUM.   Non-US investors represent 0% .  
ACCESS FINANCIAL RESOURCES INC. also reported in Mar 2018:
  • 8 employees, all of whom perform advisory functions.
  • A total of 2 office locations.
  • No registrations with foreign financial regulatory authorities.
  • NO OPERATIONS as a Commodity Pool Operator (CPO) or Commodity Trading Advisor (CTA).
ACCESS FINANCIAL RESOURCES INC. has one or more disclosure events currently on file with the SEC.

View ACCESS FINANCIAL RESOURCES INC.'s most recent Form ADV filing

ACCESS FINANCIAL RESOURCES INC. has Notice Filings with the following State Securities Authorities: IL-Mar 2013, KS-Mar 2015, LA-Mar 2008, OK-Feb 2001, TX-Jul 2001

Disclaimer:  The information presented above was gleaned from the SEC website and is believed to be accurate. is presenting this data for informational purposes only and assumes no responsibility for errors or omissions.  Please note that we are aware of many instances where RIAs provided erroneous data to the SEC.  Feel Free to contact with questions or concerns.