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

Overview

F.I.G. Financial Advisory Services, Inc. is an independent registered investment advisor that focuses on providing financial planning and portfolio management for individuals and small businesses. The firm is organized as a corporation, is SEC-registered since 2020, and is privately owned by an individual owner. Its business model centers on percentage-of-AUM fees and a client base made up primarily of individual and family relationships. The firm reports that it operates on a discretionary basis across its managed assets and is not positioned as a capital allocator or pension consultant. It does not identify as an active ESG investor and is not classified as a multi-state adviser. The firm received recognition in 2020 from Financial Advisor Magazine as one of its Top RIA Firms, a listing that reflects external visibility early in the adviser’s SEC-registered history.

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Public Holdings

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Location & Offices