Searcy Financial Services Review

Trust Score 95%
Trust Score info_outline

Last updated: August 16th, 2019. Data source: SEC filings.

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Searcy Financial Services, federally registered in 1981, is a Registered Investment Advisor (RIA) in 6 state(s) with a licensed staff of 7 advisors. Searcy Financial Services manages $230.1 million and provides investment advisory services for 170 clients (1:25 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $0
Average Client Balance $1,353,267
Hybrid Advisor No
Disciplinary History No
Total AUM $230.1 million
Advisor / Client Ratio 1:25
Headquarters Overland Park, KS
SEC Filings Forms and Brochures    (CRD # 105807)
State(s) Registered AZ, AR, FL, KS, MO, TX

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