Access Financial Resources Inc. (Oklahoma City)

Name: Access Financial Resources Inc.
Address: 3621 Nw 63 Rd Street, Oklahoma City, OK, 73116
Telephone: 405-848-9826

Access Financial Resources Inc. is a large advisory firm based in Oklahoma City. It manages $375.99 million of regulatory assets for 2,839 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Colorado, Florida, Illinois, and 4 other states.

Access Financial Resources provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars and workshops. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Access Financial Resources: assets under management

The assets under management (AUM) of Access Financial Resources Inc. is $375.99 million. The firm's AUM has grown by 55% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $339 million in discretionary accounts and $36.99 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $125.55 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $266.14 thousand.

Investments

The firm invests in investment and business development companies the most. They account for 42% of the total AUM. The second-largest asset type is exchange traded securities, which make up 30% of the firm’s portfolio. Investments in cash and cash equivalents form 18% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Access Financial Resources Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Troy Emery Jones serves?

The firm provides services to individuals, charitable organizations, high net worth individuals, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of Troy Emery Jones is pension and profit sharing plans with 232 clients and $168.99 million of assets under management. Among the 9 most similar advisory firms, Access Financial Resources has the 2nd highest percentage of pension and profit sharing plans out of all clients.

The amount of regulatory assets under management is $375.99 million for 906 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Access Financial Resources doesn't advise any private funds.

Careers at Access Financial Resources Inc.

The company employs 8 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 8 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Troy Emery Jones has been acting as President since 1 Dec 1991. Troy E. Jones Revocable Trust joined the executive team most recently as the Owner.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Troy Emery Jones	President	1 Dec 1991	75% - 100%	1076516
William Paul Atkinson	Chief compliance officer	1 Feb 2009	Other	2752748
Troy E. Jones Revocable Trust	Owner	1 Nov 2011	75% - 100%	xxx-xx-xxxx

Based in Oklahoma City

The principal office where Access Financial Resources Inc. performs its advisory services is located at 3621 Nw 63 Rd Street, Oklahoma City, OK 73116, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 405-848-9826 or by fax 405-848-1431. The normal business hours are 8:30am-5pm on Monday - Friday. You can find more information about the New York firm at afradvice.com/.