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. 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

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