ACCESS FINANCIAL RESOURCES INC.

OKLAHOMA CITY, Oklahoma·4 registered advisors·CRD# 109495
SEC# 801-581030405-848-9826
01

Firm Overview

AUM
$308M
Regulatory assets under management
Employees
9
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

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

Specialties

Financial PlanningInvestment Management
04

Advisors at ACCESS FINANCIAL RESOURCES INC.

4 registered advisors
Jeffrey Allan Ashford
OKLAHOMA CITY, Oklahoma
Robert Lee Woody
OKLAHOMA CITY, Oklahoma
Troy Emery Jones
OKLAHOMA CITY, Oklahoma
William Paul Atkinson
OKLAHOMA CITY, Oklahoma
05

Office Locations

OKLAHOMA CITY, Oklahoma
4 advisors

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Data sourced from SEC Form ADV filings. ACCESS FINANCIAL RESOURCES INC. (CRD# 109495) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.