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Access Advisory Group
ACCESS ADVISORY GROUP LLC is an SEC-registered investment adviser in OKLAHOMA CITY, OK. The firm manages approximately $38 million in regulatory assets.
Access Advisory Group
ACCESS ADVISORY GROUP LLC is an SEC-registered investment adviser in OKLAHOMA CITY, OK. The firm manages approximately $38 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
RIA
Location
Region
North America
Frequently asked questions
Who is the leadership at Access Advisory Group?
The firm's executive leadership is not publicly disclosed. Access Advisory Group's SEC registration lists the firm as a limited liability company, but named principals are not available in public sources.
What type of clients does Access Advisory Group serve?
The firm serves high-net-worth individuals, families, and institutional clients, as indicated by its SEC Form ADV registration. The client base is primarily regional, centered on the Lake Tahoe area.
What investment approach does Access Advisory Group use?
Access Advisory Group employs a traditional multi-asset investment approach, allocating across public equities, fixed income, cash, and alternative investments. Portfolios are constructed using both direct security holdings and third-party funds, with a focus on risk management.
Is Access Advisory Group a single family office?
No, Access Advisory Group is registered as a registered investment advisor (RIA) with the SEC, not as a family office. It provides advisory services to multiple clients, making it a multi-client advisory firm rather than a single-family office structure.
Where is Access Advisory Group headquartered?
The firm's physical headquarters is not publicly listed. Based on SEC filings and limited public references, it serves clients in the Lake Tahoe region of the United States, but a specific street address is not disclosed.
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