Investment adviser · CRD 113798

ACCESS FINANCIAL GROUP, INC.

Investment adviser filing (IA)

BETHANY, OK, United States · Form ADV filed Jul 28, 2016

Regulatory AUM
$71.1M
Form ADV · Item 5.F
Client accounts
579
Accounts, not individual clients
Employees
6
Reported in this filing
Advisory professionals
3
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Jul 28, 2016. View historical filings

Reported services

Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed

Principal office

6632 NW 39TH EXPRESSWAY
BETHANY, OK, 73008, United States

CRD 113798

Filing source

Form ADV 1031965 · Jul 28, 2016 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.