| Name | Title | Ownership | Since |
|---|---|---|---|
| Atkinson Family Trust Control | Owner | 25-50% | 2021 |
| Jeffrey a. Ashford Living Trust Control | Owner | 25-50% | 2021 |
| Jeffrey Allan Ashford Control | Chief Investment Officer | Under 5% | 2024 |
Access Financial Resources Inc. reports $355 million in regulatory assets under management on its Form ADV.
Access Financial Resources Inc. reports 9 employees.
Access Financial Resources Inc. is based in Oklahoma City, OK and has been SEC-registered since 2000.
Access Financial Resources Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 3621 NW 63rd Street, Suite A-1, Oklahoma City, OK 73116 |
| Phone | 405-848-9826 |
| Fax | 405-848-1431 |
| Office hours | 8:30a.m.-5p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| CIK | 882720 |
| Discloses disciplinary history | Yes |
| Discretionary | $323.5M |
| Non-discretionary | $31.5M |
| Total (RAUM) | $355M |