Access Investments, Inc.

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
1
Avg account
$0

Firm details

Headquarters
Nichols Hills, Oklahoma
CRD number
42202
Registered since
January 9, 1997

Firm profile

FINTRX

Overview

Access Investments, Inc. is organized as a corporation and listed as being owned by an individual. The firm’s profile in the source data is sparse: it is classified as "unclassified" and many common adviser attributes are marked negative — it does not appear as a capital allocator, does not identify as an active ESG investor, is not a multi-state adviser, is not designated a pension consultant, and is not listed as a related adviser. The records provided do not include descriptions of the firm’s advisory activities, client segments, or fee arrangements. That absence of basic disclosure is consistent with a very small or inactive advisory operation, or with an entity that has not provided fuller public reporting.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • James Oplotnik

    PresidentCRD 1509303

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Nichols Hills, OK

Oklahoma

Location

Nichols Hills, OK

Headquartered in Nichols Hills, OK, anchoring the Oklahoma City-Shawnee, OK metro in the South.

Metro area
Oklahoma City-Shawnee, OK
Region
South
County
Oklahoma
Address
6440 Avondale Dr
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth