CRD: 324787
Jurick Financial Services
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Pioneer legacy
- Established Date
- 10-10-2023
- Office Locations
- 1
Office Locations
About Jurick Financial Services
Jurick Financial Services is an independent, fiduciary RIA led by Darren Jurick, focused on helping hard-working families plan for retirement. The firm provides financial planning across retirement income, college and business planning, and insurance needs. Portfolios are implemented using ETFs, mutual funds and fixed income with an active, asset-allocation approach; custody includes Charles Schwab.
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Owner & Executives
DARREN GREGORY JURICK
Chief Compliance Officer, Financial Advisor, General Partner, Owner
- CRD
- #2414166
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $52,090,786 | -- |
| Non-Discretionary | $0 | -- |
| Total | $52,090,786 | -- |
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Separately Managed Accounts
Total SMA Asset: $52,090,786
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $813,190,659 | 15.6% |
| Cash | $662,020,601 | 12.7% |
| Other | $1,099,892,494 | 21.1% |
| Corporate - Investment Grade | $443,084,654 | 8.5% |
| Corporate - Non-Investment Grade | $1,084,254,212 | 20.8% |
| U.S. Government/Agency | $510,850,542 | 9.8% |
| Municipal Bonds | $599,467,475 | 11.5% |
| Total | $5,212,760,637 | 100.0% |