Jurick Financial Services

Overview

Jurick Financial Services is an independent registered investment adviser operating as a limited liability company and owned by an individual. The firm focuses on serving individuals and families, offering financial planning alongside discretionary portfolio management for individuals, small businesses, and some business or institutional clients. Its client fees are structured as a percentage of assets under management and via fixed fees. Jurick does not describe itself as an allocator to third‑party alternative fund managers, is not active on ESG mandates, and is not registered as a multi‑state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives