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Building 2F.I.G. FINANCIAL ADVISORY SERVICES, INC.

Map pinOKLAHOMA CITY, OK
Phone405-844-9826
NotebookSEC #801-119550
Total AUM
$162.4M
Employees
3
Clients
242

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
14642 BOGERT PARKWAY
OKLAHOMA CITY
OK 73134
United States
Operating Hours
MON - THURS 8:00 - 4:30; FRI 8:00 -3:00
Monday - Friday
Phone
405-844-9826

ReceiptFinancials

Total AUM
$162.4M
Accounts
540
Discretionary
$162.4M
Accounts
540
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
187
AUM
$51.1M
HNW Individual Clients
55
AUM
$111.3M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
COOKTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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