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ACCESS FINANCIAL RESOURCES INC.
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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%
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ACCESS FINANCIAL RESOURCES INC.
also reported in
Mar 2018:
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8
employees,
all of whom perform advisory functions.
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A total of 2 office locations.
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No registrations with foreign financial regulatory authorities.
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NO OPERATIONS as a Commodity Pool Operator (CPO) or Commodity Trading Advisor (CTA).
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ACCESS FINANCIAL RESOURCES INC. has one or more disclosure events currently on file with the SEC.
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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
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website and is believed to be accurate.
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responsibility for errors or omissions. Please
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contact FindingFraud.org with questions or concerns.
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