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. FINTRX records characterize ownership as individual and classify the adviser as unclassified. The dataset indicates the firm is not identified as a capital allocator, not an active ESG investor, not a multi-state adviser, and not a pension consultant. Publicly listed fields for client base, fee structure and advisory activities are blank in the source material, so there is limited visibility into the firm’s target clients or service model from the available filings.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • James Oplotnik

    PresidentCRD 1509303

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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