F.I.G. FINANCIAL ADVISORY SERVICES, INC.
Firm details
- Headquarters
- OKLAHOMA CITY, Oklahoma
- CRD number
- 105506
- Registered since
- September 28, 2020
- Website
- figfinancial.com
- Custodians
- AXOS CLEARING LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI68.51%
- Individuals31.49%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds83%
- Exchange Traded Equities15%
- Cash & Cash Equivalents2%
Owners & executives
2 of 2RICKY JURRENS
Chief Executive OfficerCRD 1023293
CHRISTOPHER JURRENS
Chief Operating OfficerCRD 5224678
Contacts
1 of 1SAMUEL JURRENS
OwnerCRD 5805974
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
Similar firms
G. DEWAYNE MCANALLY
RIAOKLAHOMA CITY, OK
SERVO WEALTH MANAGEMENT LLC
RIAOKLAHOMA CITY, OK
COMPREHENSIVE FINANCIAL PLANNING INC
RIAOKLAHOMA CITY, OK
REDSTONE WEALTH MANAGEMENT, LLC
RIAOKLAHOMA CITY, OK
EPIC WEALTH MANAGEMENT, LLC
RIAOKLAHOMA CITY, OK
ASSET MANAGEMENT ADVISORS, LLC
RIAOKLAHOMA CITY, OK