F.I.G. Financial Advisory Services, Inc.
Firm details
- Headquarters
- Oklahoma City, Oklahoma
- CRD number
- 105506
- Registered since
- September 28, 2020
- Website
- www.figfinancial.com
- Custodians
- AXOS CLEARING LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI68.51%
- Individuals31.49%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
F.I.G. Financial Advisory Services, Inc. is an independent, individually owned registered investment adviser that provides financial planning and portfolio management for individuals and small businesses. The firm charges fees as a percentage of assets under management and focuses on working with individual and family clients. F.I.G. Financial Advisory Services has been SEC-registered since 2020. It also lists an industry affiliation with an insurance company and received a Top RIA Firms mention in FA Magazine in 2020.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds83%
- Exchange Traded Equities15%
- Cash & Cash Equivalents2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 56Active vs passive
$163M in ETFs
17%
$28.2M
82%
$135M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| EVEN HERD LONG SHORT ETF (EHLS) | Active | Long Short Equity | $56.6M | 2,213,675 | 34.73% |
Location
Oklahoma City, OK
Oklahoma
Location
Oklahoma City, OK
Headquartered in Oklahoma City, OK, anchoring the Oklahoma City-Shawnee, OK metro in the South.
- Metro area
- Oklahoma City-Shawnee, OK
- Region
- South
- County
- Oklahoma
- Address
- 14642 Bogert Pkwy
- Time zone
- CT (UTC-6)
- Office locations
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