ACCESS FINANCIAL RESOURCES INC.
CRD #109495 SEC #801-58103 OKLAHOMA CITY, OK 405-848-9826
SEC Registered Disclosures
Total AUM
$355M
Discretionary
$323.5M
Employees
9
Clients
251
Accounts
2,483
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $355M | $323.5M | $31.5M | 9 | 33 |
| Mar 2024 | $308M | $283.5M | $24.5M | 9 | 54 |
| Mar 2023 | $306.4M | $278.1M | $28.3M | 9 | 44 |
| Sep 2022 | $289.4M | $273.2M | $16.1M | 9 | 35 |
| Mar 2022 | $289.4M | $273.2M | $16.1M | 9 | 35 |
| Nov 2021 | $260.3M | $246.4M | $13.9M | 9 | 41 |
| Jul 2021 | $260.3M | $246.4M | $13.9M | 7 | 41 |
| Mar 2021 | $260.3M | $246.4M | $13.9M | 7 | 41 |
| Nov 2020 | $256.5M | $231.7M | $24.8M | 7 | 43 |
| May 2020 | $256.5M | $231.7M | $24.8M | 7 | 43 |
| Feb 2020 | $256.5M | $231.7M | $24.8M | 7 | 43 |
| Aug 2019 | $376M | $339M | $37M | 8 | 31 |
| Mar 2019 | $376M | $339M | $37M | 8 | 31 |
| Nov 2018 | $376.8M | $326.3M | $50.5M | 8 | 29 |
| Mar 2018 | $376.8M | $326.3M | $50.5M | 8 | 29 |
| Dec 2017 | $358.8M | $313.7M | $45.1M | 8 | 0 |
| Mar 2017 | $315.3M | $282.8M | $32.5M | 8 | 699 |
| Jan 2017 | $293.5M | $257.2M | $36.4M | 7 | 500 |
| Mar 2016 | $293.5M | $257.2M | $36.4M | 7 | 500 |
| Mar 2016 | $293.5M | $257.2M | $36.4M | 7 | 500 |
| Mar 2016 | $293.5M | $257.2M | $36.4M | 7 | 500 |
| Jun 2015 | $311.7M | $272.2M | $39.6M | 6 | 500 |
| Mar 2015 | $311.7M | $272.2M | $39.6M | 6 | 500 |
| Oct 2014 | $293.3M | $251M | $42.3M | 5 | 500 |
| Mar 2014 | $293.3M | $251M | $42.3M | 5 | 500 |
| Apr 2013 | $276M | $235M | $41M | 5 | 500 |
| Mar 2013 | $276M | $235M | $41M | 5 | 500 |
| Mar 2012 | $246.7M | $198.9M | $47.8M | 1 | 500 |
| Mar 2011 | $227.3M | $172.4M | $54.9M | 5 | -- |
| Apr 2010 | $242.3M | $31.9M | $210.4M | 5 | -- |
| Mar 2008 | $110.7M | $0 | $110.7M | 10 | -- |
| Mar 2007 | $106.4M | $0 | $106.4M | 10 | -- |
| Mar 2006 | $92.1M | $0 | $92.1M | 10 | -- |
| Mar 2004 | $50.8M | $0 | $50.8M | 5 | -- |
| May 2002 | $28.9M | $0 | $28.9M | 5 | -- |
| Jul 2001 | $32M | $0 | $32M | 5 | -- |
DateMar 2025
Total AUM$355M
Discretionary$323.5M
Non-Disc.$31.5M
Employees9
Clients33
DateMar 2024
Total AUM$308M
Discretionary$283.5M
Non-Disc.$24.5M
Employees9
Clients54
DateMar 2023
Total AUM$306.4M
Discretionary$278.1M
Non-Disc.$28.3M
Employees9
Clients44
DateSep 2022
Total AUM$289.4M
Discretionary$273.2M
Non-Disc.$16.1M
Employees9
Clients35
DateMar 2022
Total AUM$289.4M
Discretionary$273.2M
Non-Disc.$16.1M
Employees9
Clients35
DateNov 2021
Total AUM$260.3M
Discretionary$246.4M
Non-Disc.$13.9M
Employees9
Clients41
DateJul 2021
Total AUM$260.3M
Discretionary$246.4M
Non-Disc.$13.9M
Employees7
Clients41
DateMar 2021
Total AUM$260.3M
Discretionary$246.4M
Non-Disc.$13.9M
Employees7
Clients41
DateNov 2020
Total AUM$256.5M
Discretionary$231.7M
Non-Disc.$24.8M
Employees7
Clients43
DateMay 2020
Total AUM$256.5M
Discretionary$231.7M
Non-Disc.$24.8M
Employees7
Clients43
DateFeb 2020
Total AUM$256.5M
Discretionary$231.7M
Non-Disc.$24.8M
Employees7
Clients43
DateAug 2019
Total AUM$376M
Discretionary$339M
Non-Disc.$37M
Employees8
Clients31
DateMar 2019
Total AUM$376M
Discretionary$339M
Non-Disc.$37M
Employees8
Clients31
DateNov 2018
Total AUM$376.8M
Discretionary$326.3M
Non-Disc.$50.5M
Employees8
Clients29
DateMar 2018
Total AUM$376.8M
Discretionary$326.3M
Non-Disc.$50.5M
Employees8
Clients29
DateDec 2017
Total AUM$358.8M
Discretionary$313.7M
Non-Disc.$45.1M
Employees8
Clients0
DateMar 2017
Total AUM$315.3M
Discretionary$282.8M
Non-Disc.$32.5M
Employees8
Clients699
DateJan 2017
Total AUM$293.5M
Discretionary$257.2M
Non-Disc.$36.4M
Employees7
Clients500
DateMar 2016
Total AUM$293.5M
Discretionary$257.2M
Non-Disc.$36.4M
Employees7
Clients500
DateMar 2016
Total AUM$293.5M
Discretionary$257.2M
Non-Disc.$36.4M
Employees7
Clients500
DateMar 2016
Total AUM$293.5M
Discretionary$257.2M
Non-Disc.$36.4M
Employees7
Clients500
DateJun 2015
Total AUM$311.7M
Discretionary$272.2M
Non-Disc.$39.6M
Employees6
Clients500
DateMar 2015
Total AUM$311.7M
Discretionary$272.2M
Non-Disc.$39.6M
Employees6
Clients500
DateOct 2014
Total AUM$293.3M
Discretionary$251M
Non-Disc.$42.3M
Employees5
Clients500
DateMar 2014
Total AUM$293.3M
Discretionary$251M
Non-Disc.$42.3M
Employees5
Clients500
DateApr 2013
Total AUM$276M
Discretionary$235M
Non-Disc.$41M
Employees5
Clients500
DateMar 2013
Total AUM$276M
Discretionary$235M
Non-Disc.$41M
Employees5
Clients500
DateMar 2012
Total AUM$246.7M
Discretionary$198.9M
Non-Disc.$47.8M
Employees1
Clients500
DateMar 2011
Total AUM$227.3M
Discretionary$172.4M
Non-Disc.$54.9M
Employees5
Clients--
DateApr 2010
Total AUM$242.3M
Discretionary$31.9M
Non-Disc.$210.4M
Employees5
Clients--
DateMar 2008
Total AUM$110.7M
Discretionary$0
Non-Disc.$110.7M
Employees10
Clients--
DateMar 2007
Total AUM$106.4M
Discretionary$0
Non-Disc.$106.4M
Employees10
Clients--
DateMar 2006
Total AUM$92.1M
Discretionary$0
Non-Disc.$92.1M
Employees10
Clients--
DateMar 2004
Total AUM$50.8M
Discretionary$0
Non-Disc.$50.8M
Employees5
Clients--
DateMay 2002
Total AUM$28.9M
Discretionary$0
Non-Disc.$28.9M
Employees5
Clients--
DateJul 2001
Total AUM$32M
Discretionary$0
Non-Disc.$32M
Employees5
Clients--