ACCESS FINANCIAL RESOURCES INC.

RIASEC RegisteredEst. 2000

Total AUM

$411M

Discretionary

$389M

95% of AUM

Avg account

$167K

Accounts

2,458

Employees

Advisory reps

Firm details

Headquarters: OKLAHOMA CITY, Oklahoma
CRD number: 109495
Registered since: November 7, 2000
Website: www.afradvice.com
Custodians: NATIONAL FINANCIAL SERVICES LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Pension & Profit Sharing Plans45.76%
HNWI30.15%
Individuals23.37%
Corporations / Businesses0.72%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Access Financial Resources Inc. is an independent registered investment adviser organized as a corporation and registered with the SEC since 2000. The firm acts as a capital allocator for both individual and family clients as well as institutional accounts. Its advisory services include financial planning, discretionary portfolio management for individuals and small businesses, pension consulting, selection of third‑party advisers, and educational seminars and workshops. Fee arrangements are flexible, spanning percentage‑of‑AUM billing alongside hourly and fixed‑fee engagements. The firm does not emphasize ESG investing.