ACCESS FINANCIAL GROUP, INC.
CRD #113798 SEC #801-68401 BETHANY, OK 405-491-0235
SEC Registered
Total AUM
$71.1M
Discretionary
$70M
Employees
6
Clients
0
Accounts
579
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2016 | $71.1M | $70M | $1.1M | 6 | 575 |
| Jul 2016 | $71.1M | $70M | $1.1M | 6 | 575 |
| Jun 2016 | $71.1M | $70M | $1.1M | 6 | 575 |
| Feb 2016 | $71.1M | $70M | $1.1M | 6 | 575 |
| Dec 2015 | $94.6M | $89.7M | $4.9M | 8 | 680 |
| Jun 2015 | $94.6M | $89.7M | $4.9M | 8 | 680 |
| Jan 2015 | $94.6M | $89.7M | $4.9M | 8 | 680 |
| Jan 2015 | $95M | $93.4M | $1.6M | 8 | 572 |
| Jan 2014 | $95M | $93.4M | $1.6M | 8 | 572 |
| Oct 2013 | $118.4M | $116.8M | $1.6M | 11 | 675 |
| Jun 2013 | $118.4M | $116.8M | $1.6M | 11 | 675 |
| Feb 2013 | $118.4M | $116.8M | $1.6M | 11 | 675 |
| Mar 2012 | $95.9M | $92M | $3.8M | 6 | 641 |
| Feb 2012 | $95.9M | $92M | $3.8M | 6 | 641 |
| May 2011 | $92.4M | $88.8M | $3.6M | 10 | -- |
| Mar 2011 | $92.4M | $88.8M | $3.6M | 10 | -- |
| Feb 2010 | $71.6M | $67.6M | $4M | 10 | -- |
| Feb 2008 | $54.2M | $52.2M | $2M | 10 | -- |
| Sep 2007 | $59.3M | $57.3M | $2M | 10 | -- |
| Sep 2007 | $59.3M | $57.3M | $2M | 10 | -- |
DateJul 2016
Total AUM$71.1M
Discretionary$70M
Non-Disc.$1.1M
Employees6
Clients575
DateJul 2016
Total AUM$71.1M
Discretionary$70M
Non-Disc.$1.1M
Employees6
Clients575
DateJun 2016
Total AUM$71.1M
Discretionary$70M
Non-Disc.$1.1M
Employees6
Clients575
DateFeb 2016
Total AUM$71.1M
Discretionary$70M
Non-Disc.$1.1M
Employees6
Clients575
DateDec 2015
Total AUM$94.6M
Discretionary$89.7M
Non-Disc.$4.9M
Employees8
Clients680
DateJun 2015
Total AUM$94.6M
Discretionary$89.7M
Non-Disc.$4.9M
Employees8
Clients680
DateJan 2015
Total AUM$94.6M
Discretionary$89.7M
Non-Disc.$4.9M
Employees8
Clients680
DateJan 2015
Total AUM$95M
Discretionary$93.4M
Non-Disc.$1.6M
Employees8
Clients572
DateJan 2014
Total AUM$95M
Discretionary$93.4M
Non-Disc.$1.6M
Employees8
Clients572
DateOct 2013
Total AUM$118.4M
Discretionary$116.8M
Non-Disc.$1.6M
Employees11
Clients675
DateJun 2013
Total AUM$118.4M
Discretionary$116.8M
Non-Disc.$1.6M
Employees11
Clients675
DateFeb 2013
Total AUM$118.4M
Discretionary$116.8M
Non-Disc.$1.6M
Employees11
Clients675
DateMar 2012
Total AUM$95.9M
Discretionary$92M
Non-Disc.$3.8M
Employees6
Clients641
DateFeb 2012
Total AUM$95.9M
Discretionary$92M
Non-Disc.$3.8M
Employees6
Clients641
DateMay 2011
Total AUM$92.4M
Discretionary$88.8M
Non-Disc.$3.6M
Employees10
Clients--
DateMar 2011
Total AUM$92.4M
Discretionary$88.8M
Non-Disc.$3.6M
Employees10
Clients--
DateFeb 2010
Total AUM$71.6M
Discretionary$67.6M
Non-Disc.$4M
Employees10
Clients--
DateFeb 2008
Total AUM$54.2M
Discretionary$52.2M
Non-Disc.$2M
Employees10
Clients--
DateSep 2007
Total AUM$59.3M
Discretionary$57.3M
Non-Disc.$2M
Employees10
Clients--
DateSep 2007
Total AUM$59.3M
Discretionary$57.3M
Non-Disc.$2M
Employees10
Clients--