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F.I.G. FINANCIAL ADVISORY SERVICES, INC.
CRD 105506 · SEC 801-119550
14642 BOGERT PARKWAY, OKLAHOMA CITY, OK, 73134, United States
Phone
405-844-9826
Fax
405-844-8838
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$162.4M
Discretionary AUM
$162.4M
Team
3 total employees; 3 advisory reps
Clients
101-250
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-04-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 187 | $51.1M |
| High net worth individuals | 55 | $111.3M |
States served
CO, OK, TX
All web addresses on file
Official SEC filing: View on IAPD