ACCESS FINANCIAL GROUP, INC.

BETHANY, Oklahoma·2 registered advisors·CRD# 113798
SEC# 801-68401405-491-0235
01

Firm Overview

AUM
$71M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at ACCESS FINANCIAL GROUP, INC.

2 registered advisors
John Graton Gillespie
BETHANY, Oklahoma
Susan Celeste Gillespie
BETHANY, Oklahoma
05

Office Locations

BETHANY, Oklahoma
2 advisors

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Data sourced from SEC Form ADV filings. ACCESS FINANCIAL GROUP, INC. (CRD# 113798) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.