ACCESS INVESTMENTS, INC.

Broker-DealerFINRA MemberEst. 1997
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 a corporation that has been SEC-registered since 1997 and is owned by an individual. Public registry entries classify the firm as unclassified and indicate it does not operate as a capital allocator, is not a multi-state adviser, and is not identified as an active ESG investor. The firm is also not listed as a pension consultant, related adviser, or newly formed adviser in the available records. No additional business activities, advisory services, fee schedules, client segments, or external affiliations are disclosed in the public snapshot.

Assets & Accounts

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • JAMES OPLOTNIK

    PresidentCRD 1509303

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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