ACCESS FINANCIAL RESOURCES INC.
Adviser information for ACCESS FINANCIAL RESOURCES INC. last updated from Form ADV on March 20th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Oklahoma, United States |
Employees
| Total Number of Employees | 9 |
|---|---|
| Investment Advisory/Research | 7 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 7 |
| Licensed Agents of an Insurance Company | 5 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 2,237 | $283.5M |
| Non-Discretionary | 98 | $24.5M |
| Total | 2,335 | $308.0M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 386 | $85.7M |
| HNW Individuals | 92 | $75.8M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 152 | $144.4M |
| Charitable organizations | <5 | $197,676 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 13 | $1.9M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 54 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 251-500 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPension consulting servicesSelection of other advisers (including private fund managers)Educational seminars/workshops |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Principal Office
3621 NW 63RD STREETSUITE A-1
OKLAHOMA CITY
OK
United States
Monday - Friday, 8:30AM-5PM
Tel: 405-848-9826, Fax: 405-848-1431
Websites
Chief Compliance Officer
JEFFREY ASHFORD
3621 NW 63RD STREET
SUITE A-1
OKLAHOMA CITY
OK
United States
Tel:
405-848-9826
Fax:
405-848-1431
J***@************M
(Full email address available in API data)
Industry Affiliates
| ADVISORS PLAN ADMINISTRATORS, LLC | Pension consultant |
| WILLIAM P. ATKINSON, III, ATTORNEY AT LAW | Lawyer or law firm |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| JEFFREY A. ASHFORD LIVING TRUST | Domestic Entity | – | OWNER | 10/2021 | 25-50% |
| JONES, TROY, EMERY | Individual | – | SECRETARY OF TREASURY | 10/2021 | < 5% |
| TROY E. JONES REVOCABLE TRUST | Domestic Entity | – | OWNER | 11/2011 | 25-50% |
| WOODY FAMILY TRUST | Domestic Entity | – | OWNER | 10/2021 | 25-50% |
| ATKINSON FAMILY TRUST | Domestic Entity | – | OWNER | 10/2021 | 25-50% |
| WOODY, ROBERT, LEE | Individual | WOODY FAMILY TRUST | TRUSTEE | 02/2008 | |
| JONES, TROY, EMERY | Individual | TROY E. JONES REVOCABLE TRUST | TRUSTEE | 11/2011 | |
| ASHFORD, JEFFREY, ALLAN | Individual | JEFFREY A. ASHFORD LIVING TRUST | TRUSTEE | 01/2002 | |
| ATKINSON, WILLIAM, PAUL | Individual | ATKINSON FAMILY TRUST | TRUSTEE | 01/2008 | |
| ATKINSON, WILLIAM, PAUL | Individual | – | VICE PRESIDENT | 10/2021 | < 5% |
| WOODY, ROBERT, LEE | Individual | – | PRESIDENT | 10/2021 | < 5% |
| ASHFORD, JEFFREY, ALLAN | Individual | – | CHIEF COMPLIANCE OFFICER | 10/2021 | < 5% |