← Tributary

ACCESS FINANCIAL RESOURCES INC.

OKLAHOMA CITY, OK · CRD 109495 · IAPD ↗ · afradvice.com · 405-848-9826

$410.6MRegulatory AUM
7Advisory reps
9Employees
39Clients
251-500Planning clients
0Private funds
7States
10Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
April 2024 — ACCESS FINANCIAL RESOURCES INC. shrank from 9 to 7 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.