CRD: 149048
Access Advisory Group LLC
Oklahoma City, OK, 73116
4054184026
$38.2M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
348 ADV. Clients
17 yrs Firm Age
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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-02-2009
- Office Locations
- 1
Office Locations
6440 Avondale Dr. Suite 210 Oklahoma City OK
About Access Advisory Group LLC
Access Advisory Group LLC is a Oklahoma City-based RIA. The firm has been operating for 17 years. Managing $38.2M in total assets under management, with 1 advisory representatives. They custody assets with Fidelity/NFS. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$38.2M AVG AUM / ADVISOR
$109.8K AVG AUM / CLIENT
17.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
17yrs Firm Age
Insights
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Asset Classes
Value Wave Pioneer insight
Client Personas
Foundation
Investment Themes
Capital signal Quantum pioneer Meridian delta
Investment Vehicles
Catalyst
Services
Foundation value Catalyst delta Peak quantum Frontier element Summit Matrix focus Capital Prime Vector fusion
Owner & Executives
J
JAMES JOSEPH OPLOTNIK
Chief Compliance Officer, Owner, President
- CRD
- #1509303
- Ownership
- 75% or more
(235) 272-1497
legacy.bridge@matrixcapital.com
in linkedin.com/in/oak-focus
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $38,218,000 | -- |
| Total | $38,218,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $38,218,000
Equity - Exchange:
27.7% Public Funds:
17.1% Cash:
55.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,125,205,630 | 27.7% |
| Public Funds | $1,311,950,046 | 17.1% |
| Cash | $4,235,066,814 | 55.2% |
| Total | $7,672,222,490 | 100.0% |