Jurick Financial Services
Firm details
- Headquarters
- Parkland, Florida
- CRD number
- 324787
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals63.62%
- HNWI36.38%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Jurick Financial Services is an independent, Florida-registered RIA organized as an LLC and owned by an individual principal. The firm serves individual and family clients and charges either a percentage of assets under management or fixed fees. Core advisory offerings include financial planning and portfolio management for individuals, small businesses, and institutional/business clients. The firm reports no active ESG investment program and is not a multi-state adviser.
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
- Exchange Traded Equities50%
- Cash & Cash Equivalents30%
- Other10%
- US Government Bonds5%
- Investment Grade Corp Bonds5%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Parkland, FL
Broward
Location
Parkland, FL
Headquartered in Parkland, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- Broward
- Address
- 8040 Nw 124th Ter
- Time zone
- ET (UTC-5)
- Office locations
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