Access Investments, Inc.
Firm details
- Headquarters
- Nichols Hills, Oklahoma
- CRD number
- 42202
- Registered since
- January 9, 1997
- Website
- www.access-investments.com
Firm profile
FINTRXOverview
Access Investments, Inc. is organized as a corporation and has been SEC-registered since 1997. Public disclosures identify the ownership as an individual owner and list the firm’s regulatory classification as unclassified. Available filings indicate the firm does not describe itself as a capital allocator, is not an active ESG investor, and is not registered as a multi-state adviser. The firm also does not present itself as a pension consultant, a newly formed adviser, or a related adviser. The firm has provided minimal public detail on its business activities, advisory offerings, manager selection criteria, or affiliations. That limited disclosure makes it difficult to characterize its client focus, fee model, or investment approach from the available information.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1James Oplotnik
PresidentCRD 1509303
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
Similar firms
Oak Hills Securities, Inc.
Broker-DealerOklahoma City, OK
BOK Financial Advisors
Broker-DealerTulsa, OK
American Fidelity Securities, Inc.
Broker-DealerOklahoma City, OK
Infinity Capital Securities, LLC
Broker-DealerOklahoma City, OK
GRF Capital Investors, Inc.
Broker-DealerTulsa, OK
Cavanal Hill Distributors, Inc,
Broker-DealerTulsa, OK