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 registered with the SEC since 1997. FINTRX lists the firm as individually owned and classifies it as "Unclassified." The firm’s public profile in FINTRX is sparse: it does not disclose its client segments, fee schedules, or detailed advisory activities in the record provided. The entry also flags several negative indicators — the firm is not identified as a capital allocator, not an active ESG investor, not a multi-state adviser, not a pension consultant, and not a related adviser. The combination of an individual owner, long-standing SEC registration, and limited public disclosures points to a very small or lightly reported advisory operation, though the firm has not supplied specifics about its investment approach, target clients, or service model in the available data.

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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