Fig Financial Advisory Services Inc (Edmond)

Name: Fig Financial Advisory Services Inc
Address: 3520 S. Boulevard, Edmond, OK, 73013
Telephone: 405-844-9826

Fig Financial Advisory Services Inc is an adviser based in Edmond. It manages $52.17 million of regulatory assets for 193 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Oklahoma and Texas.

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

Fig Financial Advisory Services: assets under management

The assets under management (AUM) of Fig Financial Advisory Services Inc is $52.17 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -49% since the beginning of its operation, and 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 Fig 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 Fig 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
Mark Charles Butterworth	Vice president	1 Feb 1992	Other	1309471
Ryan Royce Berges	Vice president	1 Apr 1998	Other	2354098
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 Edmond

The principal office where Fig Financial Advisory Services Inc performs its advisory services is located at 3520 S. Boulevard, Edmond, OK 73013, 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.