Access Advisory Group LLC

Overview

Access Advisory Group LLC is a state registered investment adviser based in Nichols Hills, OK, registered since 2009. It reports $38.2M in assets under management across 348 accounts, with 1 employees. It has 1 investment adviser representatives.

Reported AUM

$38.2M

Accounts

348

Average account

$11K

Employees

1

Advisory reps

1

Registered since

2009

Jurisdictions

2

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 1 of 1

• James Joseph Oplotnik President, Chief Compliance Officer CRD 1509303

Advisory reps 1 of 1

• James J Oplotnik Insurance Agent · Registered Rep · Investment Adviser Rep CRD 1509303

Location

Headquarters

6440 Avondale Dr Ste 210
Nichols Hills, OK 73116

County

Oklahoma

Metro area

Oklahoma City, OK

Region

South

Registrations

• State registered
• Registered in 2 jurisdictions

Every state, with registration dates

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