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JURICK FINANCIAL SERVICES
CRD 324787
8040 NW 124 TERR, PARKLAND, FL, 33076, United States
Phone
954-557-4859
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$52.1M
Discretionary AUM
$52.1M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 250 | $33.1M |
| High net worth individuals | 8 | $18.9M |
All web addresses on file
Official SEC filing: View on IAPD