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Home > Retirement Planners > oklahoma > oklahoma city > F.I.G. FINANCIAL ADVISORY SERVICES, INC.
F.I.G. FINANCIAL ADVISORY SERVICES, INC.
14642 Bogert Parkway
Oklahoma City, Oklahoma 73134
Tel: 405-844-9826
About F.I.G. FINANCIAL ADVISORY SERVICES, INC.
FIG FINANCIAL ADVISORY SERVICES, INC, formally registered with the SEC as FIG FINANCIAL ADVISORY SERVICES, INC. The firm was established in 09/28/2020. They have over 1 offices throughout the country.
F.I.G. FINANCIAL ADVISORY SERVICES, INC. is a Oklahoma City, Oklahoma based Financial Planning firm with nearly $151,756,301 assets under management, offering retirement planning & investment advisory services to 547 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 105506 |
| SEC# | 801-119550 |
| Assets Managed by Firm | $151,756,301 |
| No. of Clients | 547 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 547 | $151,756,301 |
| Individuals (other than high net worth individuals) | 203 | $60,499,006 |
| High net worth individuals | 45 | $91,257,295 |
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