F.I.G. Financial Advisory Services, Inc. (Oklahoma City)

Name: F.I.G. Financial Advisory Services, Inc.
Address: 9211 Lake Hefner Parkway, Oklahoma City, OK, 73020
Telephone: 405-844-9826

F.I.G. Financial Advisory Services, Inc. is an adviser based in Oklahoma City. It manages $52.17 million of regulatory assets for 193 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdictions of Oklahoma and Texas.

F.I.G. Financial Advisory Services provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for businesses and institutional clients. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

F.I.G. Financial Advisory Services: assets under management

The assets under management (AUM) of F.I.G. Financial Advisory Services, Inc. is $52.17 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $52.17 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $270.29 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay F.I.G. Financial Advisory Services, Inc. for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at F.I.G. Financial Advisory Services, Inc.

Ricky Todd Jurrens has been acting as President since 1 Sep 1984. Samuel Nathan Jurrens joined the executive team most recently as the Vice President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Ricky Todd Jurrens	President	1 Sep 1984	75% - 100%	1023293
Ricky Todd Jurrens	Chief compliance officer	1 Aug 2004	75% - 100%	1023293
Leslie C Vaughn	Director	1 Aug 2004	Other	4937212
Samuel Nathan Jurrens	Vice president	1 Jan 2012	Other	5805974

Based in Oklahoma City

The principal office where F.I.G. Financial Advisory Services, Inc. performs its advisory services is located at 9211 Lake Hefner Parkway, Oklahoma City, OK 73020, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 405-844-9826 or by fax 405-844-8838. The normal business hours are 8:00 am-5:00 pm cst on Monday - Friday. You can find more information about the New York firm at www.figfinancial.com.