Access Advisory Group LLC

Access Advisory Group LLC (CRD# 149048) is a financial advisory firm headquartered in Oklahoma City, OK. They manage $32,322,991 in 127 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
6440 Avondale Dr., Suite 210, Oklahoma City, OK 73116
By the Numbers
  • Total Assets Under Management
    32
    MILLION
  • Total Number of Accounts
    127
    ACCOUNTS
  • Average Account Value
    $254,512
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

OK, TX

Financial Advisors at Access Advisory Group LLC
Showing 1 - 1 of 1 top financial advisors.
1
James Oplotnik, financial advisor Oklahoma City OK
James J. Oplotnik
CRD#: 1509303
6440 Avondale Dr., Suite 210, Oklahoma City, OK 73116

James Oplotnik (CRD# 1509303) is an Investment Advisor Representative working at Access Advisory Group LLC in Oklahoma City, OK and has over 37 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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