F.I.G. FINANCIAL ADVISORY SERVICES, INC.

RIASEC RegisteredEst. 2020
Total AUM
$162M
Discretionary
$162M
100% of AUM
Avg account
$301K
Accounts
540
Employees
3
Advisory reps
3

Firm details

Headquarters
OKLAHOMA CITY, Oklahoma
CRD number
105506
Registered since
September 28, 2020
Custodians
AXOS CLEARING LLC
Fee structure
Percentage of AUM
Client types
  • HNWI68.51%
  • Individuals31.49%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

F.I.G. Financial Advisory Services, Inc. is an independent, SEC-registered registered investment adviser organized as a corporation and owned by an individual. The firm concentrates on serving individual and family clients through fee-based relationships that charge a percentage of assets under management. Its primary advisory activities are financial planning and discretionary portfolio management for individuals and small businesses. The firm reports no active ESG investing program, is not a multi-state adviser, and does not position itself as a pension consultant or capital allocator. An insurance company affiliation is noted in its industry relationships. F.I.G. Financial Advisory Services, Inc. appeared on FA Magazine’s Top RIA Firms list in 2020.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 83%, Exchange Traded Equities 15%, Cash & Cash Equivalents 2%83%
  • Public Funds/Mutual Funds83%
  • Exchange Traded Equities15%
  • Cash & Cash Equivalents2%

Owners & executives

2 of 2
  • RICKY JURRENS

    Chief Executive OfficerCRD 1023293

  • CHRISTOPHER JURRENS

    Chief Operating OfficerCRD 5224678

Contacts

1 of 1
  • SAMUEL JURRENS

    OwnerCRD 5805974

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

OKLAHOMA CITY, OK

OKLAHOMA

Location

OKLAHOMA CITY, OK

Headquartered in OKLAHOMA CITY, OK, anchoring the Oklahoma City-Shawnee, OK metro in the South.

Metro area
Oklahoma City-Shawnee, OK
Region
South
County
OKLAHOMA
Address
14642 Bogert Pkwy
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth