ACCESS FINANCIAL RESOURCES INC.

3621 Nw 63rd Street
Suite A-1
Oklahoma City, Oklahoma 73116
Tel: 405-848-9826

About ACCESS FINANCIAL RESOURCES INC.

ACCESS FINANCIAL RESOURCES INC, formally registered with the SEC as ACCESS FINANCIAL RESOURCES INC. The firm was established in 11/07/2000. They have over 1 offices throughout the country.

ACCESS FINANCIAL RESOURCES INC. is a Oklahoma City, Oklahoma based Financial Planning firm with nearly $307,984,853 assets under management, offering retirement planning & investment advisory services to 2335 clients. The firm is staffed with 9 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	109495
SEC#	801-58103
Assets Managed by Firm	$307,984,853
No. of Clients	2335
No. of Advisors	9

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	2335	$307,984,853
Individuals (other than high net worth individuals)	386	$85,685,741
High net worth individuals	92	$75,826,358
Pension and profit sharing plans	152	$144,412,615
Charitable organizations	Fewer than 5 clients	$197,676
Corporations or other businesses	13	$1,862,463

More Retirement Planning firms in Oklahoma City, Oklahoma:

Firm Name	Assets Under Management	Total Clients	Total Advisors
CAVANAL HILL INVESTMENT MANAGEMENT, INC. One Williams Center, 15th Floor Tulsa, OK, 74172-0172	$11,569,058,289	2265	50
EXCHANGE TRADED CONCEPTS, LLC 10900 Hefner Pointe Drive, Suite 400 Oklahoma City, OK, 73120	$10,174,416,057	84	17
CE INVESTMENT MANAGEMENT, LLC 9000 Cameron Parkway, 11th Floor Oklahoma City, OK, 73114	$6,272,435,135	6	17
CAPITAL ADVISORS, INC. 2222 South Utica Place, Suite 300 Tulsa, OK, 74114	$5,501,719,930	6518	59
ARGONAUT PRIVATE CAPITAL, LP 7030 S Yale Ave, #810 Tulsa, OK, 74136	$3,464,024,447	8	20

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