# Financial Analytical Services

Financial Analytical Services is an Asset Manager based in Fountain Valley, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Fountain Valley, United States
- **Region:** North America
- **Address:** Houston, TX, United States
- **Founded:** 1994
- **Assets under management:** Undisclosed
- **Website:** fasinc.com

## Regulatory record

- **CRD number:** 136001
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/136001

## About

FINANCIAL ANALYTICAL SERVICES, INC. is a state-registered investment adviser in FOUNTAIN VALLEY, CA. It has 1 employee and 1 investment adviser. The firm is based in California.

## Sectors

- Fixed Income
- Municipal Bonds

## People

- W. Todd Jurek — President and Portfolio Manager

## Questions

### Does the firm operate mutual funds or commingled vehicles?

No. Financial Analytical Services constructs separately managed accounts where each client holds a discrete portfolio of municipal bonds. This differs from pooled vehicles like mutual funds or ETFs, giving clients direct ownership of the underlying securities and the ability to customize tax and maturity profiles.

### What geographic focus does the firm apply to its municipal bond selection?

The firm has historically concentrated on Texas municipal issuers and contiguous states. Given its Houston headquarters, the credit team can conduct on-the-ground diligence on local general obligation, utility, and school district bonds. This regional emphasis is rooted in the belief that proximity yields better credit insight for the small-issue municipal market.

### How is the firm compensated?

Financial Analytical Services charges asset-based advisory fees typical of separately managed account managers. Because it does not sell proprietary funds, revenue derives solely from management fees, aligning the firm's economics with portfolio performance and asset retention rather than distribution scale.

### Who is the typical client?

The firm's Form ADV materials describe its client base as high-net-worth individuals, family trusts, and institutions, with a concentration in Texas. The tax-exempt income focus and ability to ladder maturities to specific liquidity needs make the offering most relevant for families in higher marginal tax brackets seeking after-tax yield preservation.

### What is the firm's regulatory and compliance history?

Public records show no material disciplinary actions, fines, or sanctions against the firm or its principals since inception in 1994. Financial Analytical Services files as a registered investment adviser with the SEC and maintains a clean regulatory profile.

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Last updated: 2026-06-03T20:00:00.000Z

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