JURICK FINANCIAL SERVICES

Overview

Jurick Financial Services operates as an independent registered investment adviser focused on individual and family clients. The firm manages client relationships primarily on a discretionary basis and provides financial planning along with portfolio management for individuals, small businesses and institutions. Its fee model combines a percentage-of-assets arrangement with fixed fees, which aligns ongoing portfolio oversight with one-off planning engagements. Investment activity tilts toward publicly traded equities. Exchange-traded securities are the dominant holding type and represent the single largest component of the firm’s managed assets, indicating a preference for liquid, transparent instruments as the backbone of client portfolios. The firm does not identify itself as an active ESG investor and is not organized as a capital allocator to external alternative fund managers, so the investment mix leans toward traditional products supplemented by annuities and mutual funds where appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices