Access Investments, Inc.

Broker-DealerFINRA MemberEst. 1997
Total AUM
Advisory reps
1
Avg account
$0

Firm details

Headquarters
Nichols Hills, Oklahoma
CRD number
42202
Registered since
January 9, 1997

Firm profile

FINTRX

Overview

Access Investments, Inc. is organized as a corporation and has been SEC-registered since 1997. The firm is individually owned and is classified in the source data as "unclassified." The FINTRX snapshot flags several negative indicators: it is not identified as a capital allocator, does not report being an active ESG investor, is not listed as a multi-state adviser, and is not designated as a pension consultant or related adviser. The source record contains minimal detail about the firm's business model. There are no entries for advisory activities, client segments, fee structure, or the types of services it offers, so basic questions about how the firm positions itself with clients or markets its services cannot be answered from the available data.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

1 of 1
  • James Oplotnik

    PresidentCRD 1509303

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Nichols Hills, OK

Oklahoma

Location

Nichols Hills, OK

Headquartered in Nichols Hills, OK, anchoring the Oklahoma City-Shawnee, OK metro in the South.

Metro area
Oklahoma City-Shawnee, OK
Region
South
County
Oklahoma
Address
6440 Avondale Dr
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth