CRD: 109495
Access Financial Resources Inc.
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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-10-1992
- Office Locations
- 1
Office Locations
About Access Financial Resources Inc.
Access Financial Resources, Inc. is an Oklahoma City-based financial planning and investment management firm with 30+ years in business. The team provides personal and business planning, portfolio design/management, and 401(k) implementation and education. Portfolios commonly use ETFs and mutual funds and are custodied through Fidelity/NFS.
Team overview
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Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JEFFREY ALLAN ASHFORD
Chief Investment Officer, President
- CRD
- #5020302
- Ownership
- Less than 5%
WILLIAM PAUL ATKINSON III
Certified Financial Planner, VICE PRESIDENT
- CRD
- #2752748
- Ownership
- Less than 5%
Showing 2 of 5 owners & executives
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BETH ELLEN LEWIS
Financial Advisor
- CRD
- #2485404
SHERRY JEAN PRADER
Financial Advisor
- CRD
- #5494874
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $388,814,015 | $164,403 |
| Non-Discretionary | $21,788,868 | $234,289 |
| Total | $410,602,883 | $167,048 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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